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Concurrent Investment Advisors’s Post Holdings POST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2,181
-220
-9% -$24K ﹤0.01% 1175
2025
Q1
$279K Buy
2,401
+466
+24% +$54.2K 0.01% 959
2024
Q4
$221K Buy
1,935
+7
+0.4% +$801 0.01% 939
2024
Q3
$223K Sell
1,928
-353
-15% -$40.9K 0.01% 886
2024
Q2
$238K Buy
+2,281
New +$238K 0.01% 801