BWP
Balboa Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
2,064
| – | – | 0.13% | 128 |
|
|
2025
Q1 | $713K | Sell |
2,064
-186
| -8% | -$64.2K | 0.17% | 102 |
|
|
2024
Q4 | $639K | Buy |
2,250
+82
| +4% | +$23.3K | 0.15% | 115 |
|
|
2024
Q3 | $610K | Sell |
2,168
-123
| -5% | -$34.6K | 0.15% | 121 |
|
|
2024
Q2 | $594K | Buy |
2,291
+263
| +13% | +$68.2K | 0.16% | 115 |
|
|
2024
Q1 | $507K | Buy |
2,028
+2
| +0.1% | +$500 | 0.15% | 120 |
|
|
2023
Q4 | $456K | Sell |
2,026
-271
| -12% | -$60.9K | 0.15% | 122 |
|
|
2023
Q3 | $524K | Hold |
2,297
| – | – | 0.2% | 95 |
|
|
2023
Q2 | $504K | Hold |
2,297
| – | – | 0.18% | 112 |
|
|
2023
Q1 | $439K | Buy |
2,297
+18
| +0.8% | +$3.44K | 0.17% | 123 |
|
|
2022
Q4 | $430K | Sell |
2,279
-7
| -0.3% | -$1.32K | 0.19% | 116 |
|
|
2022
Q3 | $391K | Buy |
+2,286
| New | +$391K | 0.17% | 108 |
|