Concurrent Investment Advisors’s Hims & Hers Health HIMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Sell	16,813 -1,386	-8%	-$32.7K	﹤0.01%	1399
2025 Q4	$591K	Buy	18,199 +4,215	+30%	+$181K	0.01%	1070
2025 Q3	$793K	Buy	13,984 +252	+2%	+$12.9K	0.01%	736
2025 Q2	$685K	Buy	13,732 +502	+4%	+$22.7K	0.01%	735
2025 Q1	$391K	Sell	13,230 -1,000	-7%	-$37.1K	0.01%	820
2024 Q4	$344K	Buy	14,230 +1,004	+8%	+$24.9K	0.01%	778
2024 Q3	$244K	Sell	13,226 -4,840	-27%	-$86.7K	0.01%	862
2024 Q2	$365K	Buy	18,066 +4,069	+29%	+$67.7K	0.01%	677
2024 Q1	$217K	Hold	13,997	–	–	0.01%	778
2023 Q4	$125K	Buy	+13,997	New	+$103K	0.01%	808