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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.9M	Sell	71,688 -510	-0.7%	-$168K	0.22%	111
2025 Q1	$24.9M	Buy	72,198 +2,930	+4%	+$926K	0.3%	82
2024 Q4	$19.7M	Buy	69,268 +1,893	+3%	+$551K	0.27%	100
2024 Q3	$19M	Buy	67,375 +1,308	+2%	+$369K	0.25%	103
2024 Q2	$17.1M	Buy	66,067 +18,661	+39%	+$4.63M	0.27%	96
2024 Q1	$11.9M	Buy	47,406 +1,889	+4%	+$454K	0.2%	146
2023 Q4	$10.2M	Buy	45,517 +1,839	+4%	+$436K	0.19%	156
2023 Q3	$9.96M	Buy	43,678 +40,706	+1,370%	+$9.11M	0.21%	145
2023 Q2	$653K	Buy	2,972 +51	+2%	+$10.6K	0.02%	387
2023 Q1	$559K	Buy	2,921 +169	+6%	+$32.1K	0.01%	406
2022 Q4	$519K	Buy	+2,752	New	+$515K	0.01%	400