Concurrent Investment Advisors, LLC LAM RESEARCH CORP Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
77,735
Previous 15,673 395.98%
Holding current value
$13.3 Billion
Previous $2.1 Billion 534.07%
% of portfolio
0.15%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
62,062 Added 395.98%
77,735 $13.3 Billion
Q3 2025

Oct 27, 2025
SELL
N/A
-417 Reduced 2.59%
15,673 $2.1 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
361 Added 2.3%
16,090 $1.57 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
5,448 Added 52.99%
15,729 $1.14 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
10,281 New
10,281 $743 Million
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