Delos Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28K | Buy |
+4
| New | +$1.28K | ﹤0.01% | 234 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$675 | – | 349 |
|
|
2023
Q4 | $675 | Hold |
3
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $692 | Hold |
3
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $659 | Hold |
3
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $574 | Hold |
3
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $566 | Hold |
3
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 206 |
|