Concord Wealth Partners LAM RESEARCH CORP Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Number of Shares
17,055
Previous 17,502 2.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-447 Reduced 2.55%
17,055 $0
Q2 2025

Jul 25, 2025
BUY
N/A
1,064 Added 6.47%
17,502 $0
Q1 2025

May 02, 2025
BUY
N/A
16,438 New
16,438 $0
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email