CWM
CarsonAllaria Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
501
+1
| +0.2% | +$320 | 0.09% | 77 |
|
|
2025
Q1 | $173K | Hold |
500
| – | – | 0.1% | 75 |
|
|
2024
Q4 | $142K | Buy |
500
+1
| +0.2% | +$284 | 0.08% | 81 |
|
|
2024
Q3 | $141K | Buy |
499
+1
| +0.2% | +$282 | 0.08% | 85 |
|
|
2024
Q2 | $129K | Buy |
498
+1
| +0.2% | +$260 | 0.08% | 78 |
|
|
2024
Q1 | $124K | Buy |
497
+1
| +0.2% | +$250 | 0.08% | 85 |
|
|
2023
Q4 | $112K | Buy |
496
+1
| +0.2% | +$225 | 0.08% | 81 |
|
|
2023
Q3 | $113K | Buy |
+495
| New | +$113K | 0.09% | 84 |
|