CWM
Congress 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 | $22.9M | Sell |
71,688
-510
| -0.7% | -$163K | 0.22% | 111 |
|
|
2025
Q1 | $24.9M | Buy |
72,198
+2,930
| +4% | +$1.01M | 0.3% | 82 |
|
|
2024
Q4 | $19.7M | Buy |
69,268
+1,893
| +3% | +$537K | 0.27% | 100 |
|
|
2024
Q3 | $19M | Buy |
67,375
+1,308
| +2% | +$368K | 0.25% | 103 |
|
|
2024
Q2 | $17.1M | Buy |
66,067
+18,661
| +39% | +$4.84M | 0.27% | 96 |
|
|
2024
Q1 | $11.9M | Buy |
47,406
+1,889
| +4% | +$472K | 0.2% | 146 |
|
|
2023
Q4 | $10.2M | Buy |
45,517
+1,839
| +4% | +$414K | 0.19% | 156 |
|
|
2023
Q3 | $9.96M | Buy |
43,678
+40,706
| +1,370% | +$9.28M | 0.21% | 145 |
|
|
2023
Q2 | $653K | Buy |
2,972
+51
| +2% | +$11.2K | 0.02% | 387 |
|
|
2023
Q1 | $559K | Buy |
2,921
+169
| +6% | +$32.3K | 0.01% | 406 |
|
|
2022
Q4 | $519K | Buy |
+2,752
| New | +$519K | 0.01% | 400 |
|