Concurrent Investment Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
5,425
+119
| +2% | +$53.2K | 0.05% | 381 |
|
|
2025
Q1 | $2.41M | Buy |
5,306
+279
| +6% | +$127K | 0.06% | 330 |
|
|
2024
Q4 | $2.41M | Buy |
5,027
+720
| +17% | +$346K | 0.07% | 285 |
|
|
2024
Q3 | $1.98M | Buy |
4,307
+1
| +0% | +$460 | 0.06% | 313 |
|
|
2024
Q2 | $1.76M | Buy |
4,306
+444
| +11% | +$181K | 0.06% | 303 |
|
|
2024
Q1 | $1.75M | Buy |
3,862
+400
| +12% | +$182K | 0.07% | 266 |
|
|
2023
Q4 | $1.65M | Buy |
+3,462
| New | +$1.65M | 0.08% | 259 |
|