Concurrent Investment Advisors, LLC's ownership history for MSFT

Concurrent Investment Advisors, LLC currently holds 581.0K shares with a market value of $215.1M. It started holding MSFT on 2024-09-30. At its peak, it held 581.0K shares on 2026-03-31. Its highest holding value was $271.4M on 2025-12-31. At its lowest, it held 179.9K shares on 2024-09-30, with a value of $77.4M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 152.5K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 359.7K.

It has also owned 41 contracts of calls, with the market value of the underlying securities totaling $1.5M on 2024-09-30. At its peak, it held 100 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $4.8M on 2025-12-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $43.0K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 40 contracts.

It has also owned 3 contracts of puts, with the market value of the underlying securities totaling $126.5K on 2024-09-30. At its peak, it held 3 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $129.1K on 2024-09-30. At its lowest, it held 3 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $126.5K on 2024-12-31.