Concurrent Investment Advisors, LLC's ownership history for COST

Concurrent Investment Advisors, LLC currently holds 18.3K shares with a market value of $17.0M. It started holding COST on 2024-09-30. At its peak, it held 19.3K shares on 2025-06-30. Its highest holding value was $19.1M on 2025-06-30. At its lowest, it held 8.8K shares on 2024-09-30, with a value of $7.8M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 3.3K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 9.5K.