EWA
EP Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,369
+4,298
| +208% | +$1.38M | 0.01% | 410 |
|
|
2025
Q1 | $715K | Buy |
2,071
+114
| +6% | +$39.4K | 0.01% | 591 |
|
|
2024
Q4 | $555K | Sell |
1,957
-226
| -10% | -$64.1K | ﹤0.01% | 655 |
|
|
2024
Q3 | $614K | Buy |
2,183
+1,061
| +95% | +$298K | 0.01% | 631 |
|
|
2024
Q2 | $291K | Buy |
1,122
+197
| +21% | +$51.1K | ﹤0.01% | 663 |
|
|
2024
Q1 | $231K | Buy |
+925
| New | +$231K | ﹤0.01% | 702 |
|
|
2022
Q3 | – | Sell |
-1,864
| Closed | -$304K | – | 351 |
|
|
2022
Q2 | $304K | Buy |
1,864
+297
| +19% | +$48.4K | 0.01% | 478 |
|
|
2022
Q1 | $274K | Buy |
1,567
+120
| +8% | +$21K | 0.01% | 502 |
|
|
2021
Q4 | $246K | Sell |
1,447
-246
| -15% | -$41.8K | 0.01% | 491 |
|
|
2021
Q3 | $252K | Buy |
+1,693
| New | +$252K | 0.01% | 469 |
|
|
2018
Q1 | – | Sell |
-3,410
| Closed | -$216K | – | 202 |
|
|
2017
Q4 | $216K | Buy |
3,410
+39
| +1% | +$2.47K | 0.02% | 180 |
|
|
2017
Q3 | $207K | Buy |
+3,371
| New | +$207K | 0.02% | 167 |
|
|
2017
Q1 | – | Sell |
-11,236
| Closed | -$584K | – | 161 |
|
|
2016
Q4 | $584K | Buy |
11,236
+35
| +0.3% | +$1.82K | 0.09% | 78 |
|
|
2016
Q3 | $570K | Buy |
11,201
+120
| +1% | +$6.11K | 0.09% | 75 |
|
|
2016
Q2 | $527K | Hold |
11,081
| – | – | 0.08% | 78 |
|
|
2016
Q1 | $493K | Buy |
+11,081
| New | +$493K | 0.08% | 79 |
|