Gen-Wealth Partners’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 | $368K | Sell |
1,151
-107
| -9% | -$34.3K | 0.14% | 159 |
|
|
2025
Q1 | $434K | Sell |
1,258
-316
| -20% | -$109K | 0.18% | 148 |
|
|
2024
Q4 | $447K | Sell |
1,574
-64
| -4% | -$18.2K | 0.19% | 141 |
|
|
2024
Q3 | $466K | Buy |
1,638
+80
| +5% | +$22.8K | 0.2% | 142 |
|
|
2024
Q2 | $404K | Buy |
1,558
+253
| +19% | +$65.6K | 0.2% | 130 |
|
|
2024
Q1 | $326K | Buy |
+1,305
| New | +$326K | 0.16% | 145 |
|