Avantax Planning Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Avantax Planning Partners’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 Q3	$581K	Sell
2025 Q2	$869K	Hold
2025 Q1	$937K	Sell
2024 Q4	$982K	Hold
2024 Q3	$973K	Sell
2024 Q2	$898K	Hold
2024 Q1	$866K	Buy
2018 Q4	–	Sell
2018 Q3	$6K	Buy
2018 Q2	–	Sell
2018 Q1	$7K	Buy