Braun-Bostich & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-756	Closed	-$215K	–	113
2024 Q4	$215K	Sell	756 -44	-6%	-$12.8K	0.15%	103
2024 Q3	$225K	Sell	800 -5	-0.6%	-$1.41K	0.16%	104
2024 Q2	$209K	Sell	805 -359	-31%	-$89.1K	0.16%	104
2024 Q1	$291K	Sell	1,164 -319	-22%	-$76.7K	0.24%	96
2023 Q4	$333K	Buy	+1,483	New	+$351K	0.3%	83
2020 Q3	–	Sell	-112	Closed	-$11K	–	217
2020 Q2	$11K	Hold	112	–	–	0.01%	209
2020 Q1	$9K	Hold	112	–	–	0.01%	214
2019 Q4	$11K	Buy	+112	New	+$10.3K	0.01%	226
2019 Q3	–	Sell	-606	Closed	-$53K	–	91
2019 Q2	$53K	Sell	606 -877	-59%	-$73.2K	0.06%	189
2019 Q1	$116K	Sell	1,483 -421	-22%	-$32.4K	0.12%	151
2018 Q4	$140K	Hold	1,904	–	–	0.15%	115
2018 Q3	$142K	Buy	1,904 +131	+7%	+$9.39K	0.14%	115
2018 Q2	$116K	Buy	1,773 +1,491	+529%	+$101K	0.12%	119
2018 Q1	$19K	Buy	282 +111	+65%	+$7.49K	0.02%	221
2017 Q4	$11K	Buy	+171	New	+$10.9K	0.01%	239