Foundations Investment 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
2025
Q2
$356K Sell
2025
Q1
$385K Buy
2024
Q4
$299K Sell
2024
Q3
$314K Sell
2024
Q2
$298K Buy
2024
Q1
$264K Sell
2023
Q4
$258K Sell
2023
Q3
$271K Buy
2023
Q2
$257K Sell
2023
Q1
$262K Buy