Frank Rimerman Advisors’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
$1.93M Sell
6,014
-278
-4% -$89K 0.13% 124
2025
Q1
$2.17M Buy
6,292
+40
+0.6% +$13.8K 0.17% 100
2024
Q4
$1.77M Buy
6,252
+195
+3% +$55.4K 0.13% 118
2024
Q3
$1.7M Buy
6,057
+8
+0.1% +$2.25K 0.12% 132
2024
Q2
$1.57M Buy
+6,049
New +$1.57M 0.11% 143