EWA
Exencial Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
34,085
-40,690
| -54% | -$13M | 0.38% | 85 |
|
|
2025
Q1 | $25.8M | Sell |
74,775
-203
| -0.3% | -$70.1K | 0.96% | 22 |
|
|
2024
Q4 | $21.3M | Sell |
74,978
-1,264
| -2% | -$359K | 0.78% | 26 |
|
|
2024
Q3 | $21.5M | Sell |
76,242
-366
| -0.5% | -$103K | 0.77% | 29 |
|
|
2024
Q2 | $19.9M | Buy |
76,608
+18,461
| +32% | +$4.79M | 0.75% | 32 |
|
|
2024
Q1 | $14.5M | Buy |
+58,147
| New | +$14.5M | 0.54% | 59 |
|