Fiduciary Family Office’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 | $279K | Sell |
871
-97
| -10% | -$31.1K | 0.09% | 155 |
|
|
2025
Q1 | $334K | Buy |
+968
| New | +$334K | 0.11% | 147 |
|
|
2024
Q4 | – | Sell |
-1,183
| Closed | -$333K | – | 68 |
|
|
2024
Q3 | $333K | Sell |
1,183
-2,471
| -68% | -$695K | 0.11% | 160 |
|
|
2024
Q2 | $948K | Sell |
3,654
-759
| -17% | -$197K | 0.37% | 67 |
|
|
2024
Q1 | $1.1M | Buy |
4,413
+1,089
| +33% | +$272K | 0.43% | 58 |
|
|
2023
Q4 | $748K | Buy |
+3,324
| New | +$748K | 0.33% | 72 |
|