IWM
Iams Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
6,834
-308
| -4% | -$98.6K | 1% | 27 |
|
|
2025
Q1 | $2.47M | Sell |
7,142
-820
| -10% | -$283K | 1.13% | 23 |
|
|
2024
Q4 | $2.26M | Buy |
7,962
+3,138
| +65% | +$891K | 1.03% | 27 |
|
|
2024
Q3 | $1.36M | Sell |
4,824
-32
| -0.7% | -$9K | 0.67% | 46 |
|
|
2024
Q2 | $1.26M | Buy |
4,856
+523
| +12% | +$136K | 0.69% | 48 |
|
|
2024
Q1 | $1.06M | Sell |
4,333
-242
| -5% | -$59.4K | 0.65% | 51 |
|
|
2023
Q4 | $1.03M | Sell |
4,575
-622
| -12% | -$140K | 0.67% | 49 |
|
|
2023
Q3 | $1.18M | Buy |
+5,197
| New | +$1.18M | 0.82% | 40 |
|
|
2023
Q2 | – | Sell |
-4,590
| Closed | -$871K | – | 8 |
|
|
2023
Q1 | $871K | Buy |
4,590
+1,712
| +59% | +$325K | 0.72% | 53 |
|
|
2022
Q4 | $543K | Buy |
+2,878
| New | +$543K | 0.55% | 61 |
|