Advisor OS’s Arthur J. Gallagher & Co AJG Stock Holding History

Advisor OS’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Sell
2025 Q1	$1.43M	Sell
2024 Q4	$1.27M	Sell
2024 Q3	$1.43M	Sell
2024 Q2	$1.33M	Buy
2024 Q1	$1.17M	Buy
2023 Q4	$606K	Buy