AO
Advisor OS’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
3,911
-226
| -5% | -$72.4K | 0.12% | 116 |
|
|
2025
Q1 | $1.43M | Sell |
4,137
-336
| -8% | -$116K | 0.16% | 87 |
|
|
2024
Q4 | $1.27M | Sell |
4,473
-604
| -12% | -$171K | 0.15% | 104 |
|
|
2024
Q3 | $1.43M | Sell |
5,077
-66
| -1% | -$18.6K | 0.14% | 117 |
|
|
2024
Q2 | $1.33M | Buy |
5,143
+458
| +10% | +$119K | 0.15% | 117 |
|
|
2024
Q1 | $1.17M | Buy |
4,685
+1,989
| +74% | +$497K | 0.13% | 140 |
|
|
2023
Q4 | $606K | Buy |
+2,696
| New | +$606K | 0.08% | 190 |
|