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Concurrent Investment Advisors, LLC → SW
Concurrent Investment Advisors, LLC SW Position History
Smurfit Westrock Plc • Basic Materials
Quarters held
9
Latest value
$32K
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.3M |
| Q4 2025 | $185K |
| Q1 2026 | $5.3M |
| Q1 2026 | $275K |
| Q2 2026 | $309K |
| Q2 2026 | $6.2M |
| Q3 2026 | $6.2M |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 717 | — | — |
| Q3 2026 | $6.2M | 139.5K | — | — |
| Q2 2026 | $6.2M | 134.3K | — | — |
| Q2 2026 | $309K | 6.7K | — | — |
| Q1 2026 | $275K | 6.9K | — | — |
| Q1 2026 | $5.3M | 133.7K | — | — |
| Q4 2025 | $185K | 4.8K | — | — |
| Q4 2025 | $5.3M | 137.2K | — | — |
| Q3 2025 | $5.7M | 134.2K | — | — |
Other funds holding SW
$3.2B
$3.2B
$2.4B
$2.2B
$1.3B
$1.3B
$1.1B