Forte Capital’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	$1.27M	Buy	3,963 +191	+5%	+$63K	0.14%	109
2025 Q1	$1.3M	Buy	3,772 +114	+3%	+$36K	0.15%	101
2024 Q4	$1.04M	Buy	3,658 +32	+0.9%	+$9.31K	0.12%	110
2024 Q3	$1.02M	Buy	3,626 +87	+2%	+$24.5K	0.12%	115
2024 Q2	$918K	Buy	3,539 +657	+23%	+$163K	0.11%	115
2024 Q1	$721K	Buy	2,882 +487	+20%	+$117K	0.09%	127
2023 Q4	$539K	Buy	2,395 +44	+2%	+$10.4K	0.07%	137
2023 Q3	$536K	Buy	2,351 +4	+0.2%	+$895	0.08%	125
2023 Q2	$515K	Buy	2,347 +4	+0.2%	+$832	0.07%	135
2023 Q1	$448K	Buy	2,343 +6	+0.3%	+$1.14K	0.07%	145
2022 Q4	$441K	Buy	2,337 +4	+0.2%	+$748	0.08%	141
2022 Q3	$399K	Buy	2,333 +325	+16%	+$57.7K	0.07%	138
2022 Q2	$327K	Buy	2,008 +11	+0.6%	+$1.83K	0.06%	156
2022 Q1	$339K	Hold	1,997	–	–	0.04%	171
2021 Q4	$339K	Sell	1,997 -20	-1%	-$3.27K	0.04%	171
2021 Q3	$300K	Buy	2,017 +5	+0.2%	+$715	0.04%	180
2021 Q2	$282K	Sell	2,012 -47	-2%	-$6.64K	0.04%	187
2021 Q1	$257K	Sell	2,059 -14	-0.7%	-$1.69K	0.04%	185
2020 Q4	$256K	Sell	2,073 -26	-1%	-$2.96K	0.04%	176
2020 Q3	$222K	Buy	2,099 +7	+0.3%	+$726	0.04%	172
2020 Q2	$204K	Buy	+2,092	New	+$185K	0.04%	173