Gallagher Fiduciary Advisors’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-93,500
| Closed | -$98.2K | – | 331 |
|
|
2024
Q4 | $98.2K | Sell |
93,500
-400
| -0.4% | -$420 | 0.02% | 294 |
|
|
2024
Q3 | $162K | Buy |
93,900
+8,600
| +10% | +$14.8K | 0.03% | 263 |
|
|
2024
Q2 | $67.1K | Buy |
85,300
+48,900
| +134% | +$38.5K | 0.02% | 254 |
|
|
2024
Q1 | $56.1K | Sell |
36,400
-2,000
| -5% | -$3.08K | ﹤0.01% | 200 |
|
|
2023
Q4 | $86.8K | Buy |
38,400
+500
| +1% | +$1.13K | ﹤0.01% | 179 |
|
|
2023
Q3 | $100K | Sell |
37,900
-1,100
| -3% | -$2.9K | 0.01% | 168 |
|
|
2023
Q2 | $149K | Buy |
39,000
+1,000
| +3% | +$3.82K | 0.01% | 209 |
|
|
2023
Q1 | $144K | Buy |
+38,000
| New | +$144K | 0.01% | 195 |
|