EWS
Eagle Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Sell |
5,500
-19
| -0.3% | -$6.08K | 0.98% | 16 |
|
2025
Q1 | $1.91M | Sell |
5,519
-1,501
| -21% | -$518K | 1.17% | 14 |
|
2024
Q4 | $1.99M | Hold |
7,020
| – | – | 1.44% | 12 |
|
2024
Q3 | $1.98M | Sell |
7,020
-1,000
| -12% | -$281K | 1.44% | 11 |
|
2024
Q2 | $2.08M | Sell |
8,020
-15
| -0.2% | -$3.89K | 1.68% | 9 |
|
2024
Q1 | $1.99M | Sell |
8,035
-656
| -8% | -$162K | 1.61% | 9 |
|
2023
Q4 | $1.95M | Buy |
+8,691
| New | +$1.95M | 1.18% | 12 |
|