Dogwood Wealth Management’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 | $5.65K | Buy |
18
+13
| +260% | +$4.08K | ﹤0.01% | 407 |
|
|
2025
Q1 | $1.73K | Buy |
+5
| New | +$1.73K | ﹤0.01% | 369 |
|
|
2024
Q4 | – | Hold |
0
| – | -$6 | – | 293 |
|
|
2024
Q3 | – | Hold |
0
| – | -$6 | – | 293 |
|
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 332 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 323 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 308 |
|