CWM

Centric Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,404	Closed	-$332K	–	159
2023 Q4	$332K	Buy	1,404 +15	+1%	+$3.54K	0.11%	113
2023 Q3	$316K	Buy	1,389 +1	+0.1%	+$228	0.13%	88
2023 Q2	$299K	Buy	+1,388	New	+$299K	0.12%	89