CWAG
Compton Wealth Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
1,109
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $383K | Sell |
1,109
-482
| -30% | -$166K | 0.11% | 69 |
|
|
2024
Q4 | $452K | Hold |
1,591
| – | – | 0.12% | 81 |
|
|
2024
Q3 | $448K | Hold |
1,591
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $413K | Hold |
1,591
| – | – | 0.11% | 81 |
|
|
2024
Q1 | $398K | Hold |
1,591
| – | – | 0.11% | 81 |
|
|
2023
Q4 | $358K | Hold |
1,591
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $363K | Hold |
1,591
| – | – | 0.12% | 77 |
|
|
2023
Q2 | $349K | Hold |
1,591
| – | – | 0.12% | 75 |
|
|
2023
Q1 | $304K | Sell |
1,591
-68
| -4% | -$13K | 0.11% | 79 |
|
|
2022
Q4 | $313K | Hold |
1,659
| – | – | 0.12% | 84 |
|
|
2022
Q3 | $284K | Sell |
1,659
-482
| -23% | -$82.5K | 0.12% | 81 |
|
|
2022
Q2 | $349K | Sell |
2,141
-627
| -23% | -$102K | 0.15% | 81 |
|
|
2022
Q1 | $483K | Buy |
+2,768
| New | +$483K | 0.19% | 81 |
|