Concurrent Investment Advisors, LLC SMURFIT WESTROCK PLC Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
141,959
Previous 134,191 5.79%
Holding current value
$5.49 Billion
Previous $5.71 Billion 3.9%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Jan 29, 2026
BUY
N/A
7,768 Added 5.79%
141,959 $5.49 Billion
Q3 2025

Oct 27, 2025
SELL
N/A
-529 Reduced 0.39%
134,191 $5.71 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
134,720 New
134,720 $5.81 Billion
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