Concurrent Investment Advisors’s Morgan Stanley MS Stock Holding History

Concurrent Investment Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.83M	Buy
2025 Q1	$4.52M	Buy
2024 Q4	$2.15M	Sell
2024 Q3	$1.82M	Buy
2024 Q2	$1.53M	Buy
2024 Q1	$1M	Buy
2023 Q4	$905K	Buy