Gallagher Fiduciary Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
11,054
+2,026
| +22% | +$115K | 0.02% | 143 |
|
|
2025
Q1 | $513K | Buy |
9,028
+532
| +6% | +$30.3K | 0.02% | 150 |
|
|
2024
Q4 | $524K | Buy |
8,496
+1,288
| +18% | +$79.4K | 0.1% | 136 |
|
|
2024
Q3 | $419K | Buy |
7,208
+1,752
| +32% | +$102K | 0.08% | 142 |
|
|
2024
Q2 | $258K | Buy |
+5,456
| New | +$258K | 0.06% | 184 |
|