EWM
Empirical Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
677
-314
| -32% | -$101K | ﹤0.01% | 620 |
|
|
2025
Q1 | $342K | Buy |
+991
| New | +$342K | 0.01% | 481 |
|
|
2024
Q2 | – | Sell |
-920
| Closed | -$230K | – | 560 |
|
|
2024
Q1 | $230K | Buy |
920
+23
| +3% | +$5.75K | 0.01% | 482 |
|
|
2023
Q4 | $202K | Buy |
+897
| New | +$202K | 0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-1,499
| Closed | -$287K | – | 460 |
|
|
2023
Q1 | $287K | Buy |
1,499
+160
| +12% | +$30.6K | 0.01% | 396 |
|
|
2022
Q4 | $252K | Buy |
+1,339
| New | +$252K | 0.01% | 404 |
|
|
2022
Q2 | – | Sell |
-1,293
| Closed | -$226K | – | 464 |
|
|
2022
Q1 | $226K | Sell |
1,293
-3
| -0.2% | -$524 | 0.01% | 449 |
|
|
2021
Q4 | $220K | Buy |
+1,296
| New | +$220K | 0.01% | 482 |
|