AWM
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Angeles Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Angeles Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
1,252
+128
+11% +$41K 0.03% 209
2025
Q1 		$388K Buy
1,124
+110
+11% +$38K 0.03% 167
2024
Q4 		$288K Buy
1,014
+167
+20% +$47.4K 0.02% 223
2024
Q3 		$238K Buy
+847
New +$238K 0.02% 242