Guardian Wealth Advisors (North Carolina)’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 | $291K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $233K | Buy |
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