Concorde Asset Management’s SharkNinja SN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$695K Sell
8,820
-1,584
-15% -$125K 0.37% 38
2024
Q4
$1.01M Buy
10,404
+936
+10% +$91.1K 0.53% 34
2024
Q3
$1.03M Buy
9,468
+667
+8% +$72.5K 0.58% 29
2024
Q2
$661K Buy
+8,801
New +$661K 0.41% 40