IWA
IBEX Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+3,387
| New | +$1.08M | 0.12% | 102 |
|
|
2025
Q1 | – | Sell |
-4,097
| Closed | -$1.16M | – | 124 |
|
|
2024
Q4 | $1.16M | Buy |
+4,097
| New | +$1.16M | 0.14% | 108 |
|
|
2024
Q3 | – | Sell |
-4,008
| Closed | -$1.04M | – | 76 |
|
|
2024
Q2 | $1.04M | Sell |
4,008
-391
| -9% | -$101K | 0.16% | 77 |
|
|
2024
Q1 | $829K | Buy |
4,399
+4,395
| +109,875% | +$828K | 0.22% | 69 |
|
|
2023
Q4 | $908 | Sell |
4
-14,320
| -100% | -$3.25M | 0.2% | 65 |
|
|
2023
Q3 | $3.27M | Buy |
+14,324
| New | +$3.27M | 0.83% | 42 |
|
|
2023
Q1 | $774K | Sell |
4,044
-355
| -8% | -$67.9K | 0.2% | 71 |
|
|
2022
Q4 | $829K | Sell |
4,399
-96
| -2% | -$18.1K | 0.19% | 96 |
|
|
2022
Q3 | $770K | Sell |
4,495
-19
| -0.4% | -$3.26K | 0.2% | 88 |
|
|
2022
Q2 | $736K | Sell |
4,514
-94
| -2% | -$15.3K | 0.17% | 102 |
|
|
2022
Q1 | $804K | Sell |
4,608
-172
| -4% | -$30K | 0.15% | 105 |
|
|
2021
Q4 | $811K | Buy |
4,780
+590
| +14% | +$100K | 0.14% | 114 |
|
|
2021
Q3 | $623K | Buy |
4,190
+2,309
| +123% | +$343K | 0.12% | 118 |
|
|
2021
Q2 | $264K | Buy |
+1,881
| New | +$264K | 0.05% | 150 |
|