Concurrent Investment Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024
Number of Shares
3,102
Previous 5,358 42.11%
Holding current value
$244 Million
Previous $472 Million 48.29%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
N/A
-2,256 Reduced 42.11%
3,102 $244 Million
Q1 2024

May 07, 2024
SELL
N/A
-2,615 Reduced 32.8%
5,358 $472 Million
Q4 2023

Apr 15, 2024
BUY
N/A
7,973 New
7,973 $630 Million
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