Concord Investment Counsel Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 4 quarters from 2024-03-31 to 2026-06-30, Concord Investment Counsel Inc. opened 9 positions, added to 32, reduced 57 and sold out of 13.
- Q1 2026: Stock DELL; Country of operation United States; Class CL C; Shares before 0.
- Q1 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 0.
- Q4 2025: Stock SNOW; Country of operation United States; Class CL A; Shares before 0.
- Q3 2025: Stock ETN; Country of operation —; Class SHS; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022154), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2024-03-31 to 2025-09-30, filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.
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