Gallagher Fiduciary Advisors’s H2O America Common Stock HTO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
7,550
+1,396
+23% +$72.5K 0.02% 212
2025
Q1
$337K Buy
6,154
+670
+12% +$36.6K 0.01% 217
2024
Q4
$270K Buy
5,484
+589
+12% +$29K 0.05% 231
2024
Q3
$284K Buy
4,895
+1,187
+32% +$69K 0.06% 205
2024
Q2
$201K Buy
+3,708
New +$201K 0.05% 239