Beverly Hills Private 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
2023
Q2
Sell
-1,415
Closed -$271K 318
2023
Q1
$271K Buy
1,415
+69
+5% +$13.2K 0.08% 231
2022
Q4
$254K Buy
+1,346
New +$254K 0.11% 193