FDx 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
2023 Q3	–	Sell	-12,107	Closed	-$2.66M	–	624
2023 Q2	$2.66M	Buy	+12,107	New	+$2.52M	0.15%	159
2017 Q4	–	Sell	-28,330	Closed	-$1.74M	–	1241
2017 Q3	$1.74M	Sell	28,330 -862	-3%	-$50.7K	0.05%	355
2017 Q2	$1.67M	Sell	29,192 -193	-0.7%	-$10.9K	0.05%	355
2017 Q1	$1.66M	Buy	29,385 +1,283	+5%	+$70.7K	0.05%	342
2016 Q4	$1.46M	Buy	+28,102	New	+$1.41M	0.04%	385
2016 Q1	–	Sell	-6,098	Closed	-$250K	–	895
2015 Q4	$250K	Buy	+6,098	New	+$262K	0.01%	771
2015 Q3	–	Sell	-4,654	Closed	-$220K	–	738
2015 Q2	$220K	Buy	4,654 +54	+1%	+$2.6K	0.01%	860
2015 Q1	$217K	Sell	4,600 -731	-14%	-$34.1K	﹤0.01%	1399
2014 Q4	$251K	Buy	+5,331	New	+$250K	0.02%	786