Cape Investment Advisory’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	$2.56K	Sell	8 -25	-76%	-$8K	﹤0.01%	901
2025 Q1	$11.4K	Sell	33 -9	-21%	-$3.11K	﹤0.01%	575
2024 Q4	$11.9K	Buy	42 +4	+11%	+$1.14K	﹤0.01%	547
2024 Q3	$10.7K	Hold	38	–	–	﹤0.01%	551
2024 Q2	$9.85K	Buy	+38	New	+$9.85K	﹤0.01%	527