BankPlus Wealth Management’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	$1.02M	Sell	3,174 -67	-2%	-$21.4K	0.67%	23
2025 Q1	$1.12M	Sell	3,241 -89	-3%	-$30.7K	0.82%	20
2024 Q4	$945K	Buy	+3,330	New	+$945K	0.7%	22