EWM
EPG 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 | $1.47M | Buy |
4,602
+104
| +2% | +$33.3K | 0.44% | 62 |
|
|
2025
Q1 | $1.55M | Buy |
4,498
+314
| +8% | +$108K | 0.43% | 63 |
|
|
2024
Q4 | $1.19M | Sell |
4,184
-35
| -0.8% | -$9.94K | 0.31% | 88 |
|
|
2024
Q3 | $1.19M | Buy |
+4,219
| New | +$1.19M | 0.3% | 92 |
|
|
2024
Q2 | – | Sell |
-4,061
| Closed | -$1.02M | – | 99 |
|
|
2024
Q1 | $1.02M | Buy |
4,061
+33
| +0.8% | +$8.25K | 0.25% | 103 |
|
|
2023
Q4 | $952K | Buy |
4,028
+223
| +6% | +$52.7K | 0.25% | 101 |
|
|
2023
Q3 | $867K | Buy |
3,805
+378
| +11% | +$86.2K | 0.26% | 96 |
|
|
2023
Q2 | $752K | Buy |
3,427
+278
| +9% | +$61K | 0.22% | 110 |
|
|
2023
Q1 | $602K | Buy |
+3,149
| New | +$602K | 0.19% | 125 |
|