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Asset Planning Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Asset Planning Inc’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 		$384K Buy
1,201
+3
+0.3% +$960 0.29% 56
2025
Q1 		$414K Buy
1,198
+2
+0.2% +$691 0.32% 52
2024
Q4 		$339K Buy
+1,196
New +$339K 0.26% 59