Fiduciary Alliance’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 | $1.28M | Buy |
3,996
+84
| +2% | +$26.9K | 0.1% | 193 |
|
|
2025
Q1 | $1.35M | Sell |
3,912
-642
| -14% | -$222K | 0.13% | 144 |
|
|
2024
Q4 | $1.29M | Buy |
+4,554
| New | +$1.29M | 0.13% | 138 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$2.2K | – | 193 |
|
|
2023
Q2 | $2.2K | Buy |
+10
| New | +$2.2K | ﹤0.01% | 793 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$1.89K | – | 159 |
|
|
2022
Q4 | $1.89K | Buy |
+10
| New | +$1.89K | ﹤0.01% | 708 |
|