Compass Ion Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Compass Ion Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell
2025 Q1	$417K	Sell
2024 Q4	$344K	Sell
2024 Q3	$931K	Buy
2024 Q2	$748K	Hold
2024 Q1	$748K	Sell
2023 Q4	$1.46M	Sell
2023 Q3	$1.48M	Buy
2020 Q4	–	Sell
2020 Q3	$231K	Buy