Evermay Wealth Management’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
2024
Q1
Sell
-2
Closed -$450 613
2023
Q4
$450 Buy
+2
New +$450 ﹤0.01% 569
2021
Q3
Sell
-214
Closed -$30K 451
2021
Q2
$30K Buy
+214
New +$30K 0.01% 328