Concurrent Investment Advisors’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
+3,375
New +$360K 0.01% 974
2025
Q1
Sell
-2,037
Closed -$236K 1230
2024
Q4
$236K Buy
+2,037
New +$236K 0.01% 913
2024
Q2
Sell
-2,677
Closed -$281K 994
2024
Q1
$281K Buy
+2,677
New +$281K 0.01% 687