Concurrent Investment Advisors’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$27.3M	Buy
2025 Q1	$24.5M	Buy
2024 Q4	$20.2M	Sell
2024 Q3	$18.2M	Buy
2024 Q2	$16.3M	Buy
2024 Q1	$13.9M	Buy
2023 Q4	$11.8M	Buy