Dynasty 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 | $821K | Buy |
2,565
+142
| +6% | +$45.5K | 0.01% | 145 |
|
|
2025
Q1 | $837K | Buy |
2,423
+28
| +1% | +$9.67K | 0.01% | 159 |
|
|
2024
Q4 | $680K | Sell |
2,395
-140
| -6% | -$39.7K | 0.01% | 179 |
|
|
2024
Q3 | $713K | Buy |
2,535
+133
| +6% | +$37.4K | 0.02% | 159 |
|
|
2024
Q2 | $623K | Buy |
2,402
+51
| +2% | +$13.2K | 0.02% | 169 |
|
|
2024
Q1 | $588K | Buy |
+2,351
| New | +$588K | 0.02% | 174 |
|