Gallagher Fiduciary Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,100
| Closed | -$581K | – | 328 |
|
|
2024
Q4 | $581K | Hold |
1,100
| – | – | 0.11% | 120 |
|
|
2024
Q3 | $607K | Hold |
1,100
| – | – | 0.12% | 99 |
|
|
2024
Q2 | $567K | Hold |
1,100
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $698K | Hold |
1,100
| – | – | 0.02% | 85 |
|
|
2023
Q4 | $600K | Hold |
1,100
| – | – | 0.02% | 91 |
|
|
2023
Q3 | $501K | Hold |
1,100
| – | – | 0.04% | 100 |
|
|
2023
Q2 | $442K | Hold |
1,100
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $401K | Buy |
+1,100
| New | +$401K | 0.03% | 134 |
|