Exencial Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.9M Sell
2025
Q1
$25.8M Sell
2024
Q4
$21.3M Sell
2024
Q3
$21.5M Sell
2024
Q2
$19.9M Buy
2024
Q1
$14.5M Buy