HFO
Heritage Family Offices’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
7,999
+753
| +10% | +$257K | 1.38% | 11 |
|
|
2025
Q1 | $2.5M | Sell |
7,246
-614
| -8% | -$212K | 1.28% | 11 |
|
|
2024
Q4 | $2.23M | Buy |
7,860
+1,882
| +31% | +$534K | 1.11% | 16 |
|
|
2024
Q3 | $1.68M | Sell |
5,978
-113
| -2% | -$31.8K | 0.87% | 27 |
|
|
2024
Q2 | $1.58M | Buy |
+6,091
| New | +$1.58M | 0.88% | 26 |
|