Concurrent Investment Advisors’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Sell
2025 Q1	$321K	Buy
2024 Q4	$280K	Buy
2024 Q3	$201K	Sell
2024 Q2	$247K	Buy
2024 Q1	$250K	Buy