Atria Wealth Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	5,015 -4,348	-46%	-$1.43M	0.04%	477
2025 Q1	$3.23M	Buy	9,363 +188	+2%	+$59.4K	0.04%	464
2024 Q4	$2.6M	Sell	9,175 -2,602	-22%	-$757K	0.03%	550
2024 Q3	$3.31M	Sell	11,777 -1,002	-8%	-$283K	0.04%	464
2024 Q2	$3.31M	Buy	12,779 +195	+2%	+$48.4K	0.04%	454
2024 Q1	$3.15M	Buy	12,584 +585	+5%	+$141K	0.04%	477
2023 Q4	$2.7M	Buy	11,999 +859	+8%	+$203K	0.03%	505
2023 Q3	$2.54M	Buy	11,140 +1,998	+22%	+$447K	0.04%	487
2023 Q2	$2.01M	Buy	9,142 +4,207	+85%	+$875K	0.03%	561
2023 Q1	$944K	Buy	4,935 +468	+10%	+$88.8K	0.01%	819
2022 Q4	$842K	Buy	4,467 +1,987	+80%	+$372K	0.01%	834
2022 Q3	$425K	Buy	+2,480	New	+$440K	0.01%	1120