Avantra Family Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-830
Closed -$287K 132
2025
Q1
$287K Buy
+830
New +$287K 0.27% 118