DFP
AJG icon

Defined Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Defined Financial Planning’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
800
-300
-27% -$92.4K 0.22% 61
2025
Q1 		$378K Hold
1,100
– – 0.38% 38
2024
Q4 		$312K Buy
+1,100
New +$312K 0.33% 43