GWANC
Guardian Wealth Advisors (North Carolina)’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
909
+10
| +1% | +$3.2K | 0.02% | 272 |
|
|
2025
Q1 | $310K | Buy |
899
+9
| +1% | +$3.11K | 0.02% | 248 |
|
|
2024
Q4 | $253K | Buy |
890
+13
| +1% | +$3.69K | 0.02% | 274 |
|
|
2024
Q3 | $247K | Sell |
877
-13
| -1% | -$3.66K | 0.03% | 240 |
|
|
2024
Q2 | $231K | Sell |
890
-6
| -0.7% | -$1.56K | 0.03% | 240 |
|
|
2024
Q1 | $224K | Buy |
+896
| New | +$224K | 0.03% | 255 |
|
|
2023
Q4 | – | Sell |
-1,125
| Closed | -$256K | – | 442 |
|
|
2023
Q3 | $256K | Sell |
1,125
-102
| -8% | -$23.2K | 0.04% | 197 |
|
|
2023
Q2 | $269K | Sell |
1,227
-132
| -10% | -$29K | 0.05% | 182 |
|
|
2023
Q1 | $260K | Sell |
1,359
-4
| -0.3% | -$765 | 0.05% | 178 |
|
|
2022
Q4 | $257K | Hold |
1,363
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $233K | Buy |
+1,363
| New | +$233K | 0.04% | 166 |
|