Foundations Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
1,113
-1
| -0.1% | -$320 | 0.01% | 690 |
|
|
2025
Q1 | $385K | Buy |
1,114
+61
| +6% | +$21.1K | 0.01% | 643 |
|
|
2024
Q4 | $299K | Sell |
1,053
-63
| -6% | -$17.9K | 0.01% | 662 |
|
|
2024
Q3 | $314K | Sell |
1,116
-33
| -3% | -$9.29K | 0.01% | 624 |
|
|
2024
Q2 | $298K | Buy |
1,149
+92
| +9% | +$23.9K | 0.01% | 609 |
|
|
2024
Q1 | $264K | Sell |
1,057
-56
| -5% | -$14K | 0.01% | 608 |
|
|
2023
Q4 | $258K | Sell |
1,113
-78
| -7% | -$18.1K | 0.01% | 589 |
|
|
2023
Q3 | $271K | Buy |
1,191
+21
| +2% | +$4.79K | 0.01% | 530 |
|
|
2023
Q2 | $257K | Sell |
1,170
-199
| -15% | -$43.7K | 0.01% | 499 |
|
|
2023
Q1 | $262K | Buy |
+1,369
| New | +$262K | 0.01% | 420 |
|