Evergreen Private Wealth’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 | $30.7K | Hold |
96
| – | – | 0.01% | 130 |
|
|
2025
Q1 | $33.1K | Hold |
96
| – | – | 0.02% | 125 |
|
|
2024
Q4 | $27.3K | Hold |
96
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $27K | Hold |
96
| – | – | 0.01% | 135 |
|
|
2024
Q2 | $24.9K | Hold |
96
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $24K | Hold |
96
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $21.6K | Buy |
+96
| New | +$21.6K | 0.01% | 143 |
|