Concurrent Investment Advisors’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.11M	Buy
2025 Q1	$7.85M	Buy
2024 Q4	$3.67M	Buy
2024 Q3	$3.57M	Sell
2024 Q2	$3.03M	Buy
2024 Q1	$2.02M	Sell
2023 Q4	$2.15M	Buy