EnRich Financial Partners’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 Q1	–	Sell	-239	Closed	-$67.8K	–	62
2024 Q4	$67.8K	Hold	239	–	–	0.02%	96
2024 Q3	$67.2K	Hold	239	–	–	0.02%	98
2024 Q2	$62K	Buy	+239	New	+$62K	0.02%	96