Concurrent Investment Advisors’s Glacier Bancorp GBCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,979
Closed -$201K 968
2024
Q1
$201K Sell
4,979
-2,877
-37% -$116K 0.01% 800
2023
Q4
$325K Buy
+7,856
New +$325K 0.02% 623