Concurrent Investment Advisors’s Snap SNAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
56,429
-74,614
-57% -$648K 0.01% 853
2025
Q1
$1.14M Buy
131,043
+86,441
+194% +$753K 0.03% 504
2024
Q4
$480K Buy
44,602
+15,375
+53% +$166K 0.01% 670
2024
Q3
$313K Buy
29,227
+2,229
+8% +$23.9K 0.01% 759
2024
Q2
$448K Buy
26,998
+1,048
+4% +$17.4K 0.01% 615
2024
Q1
$298K Sell
25,950
-12,434
-32% -$143K 0.01% 672
2023
Q4
$650K Buy
+38,384
New +$650K 0.03% 426