Equitable Trust’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
Q2
$240K Sell
749
-13
-2% -$4.16K 0.01% 411
2025
Q1
$263K Hold
762
0.01% 426
2024
Q4
$216K Hold
762
0.01% 452
2024
Q3
$214K Buy
+762
New +$214K 0.01% 431