Concurrent Investment Advisors, LLC CAVA GROUP INC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
3,977
Previous 6,244 36.31%
Holding current value
$335 Million
Previous $540 Million 37.91%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-2,267 Reduced 36.31%
3,977 $335 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,416 Added 120.79%
6,244 $540 Million
Q4 2024

Feb 03, 2025
BUY
N/A
394 Added 16.19%
2,828 $319 Million
Q3 2024

Oct 30, 2024
BUY
N/A
2,434 New
2,434 $301 Million
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