Independent Advisor Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
5,535
+1,359
| +33% | +$435K | 0.05% | 305 |
|
|
2025
Q1 | $1.44M | Buy |
4,176
+122
| +3% | +$42.1K | 0.05% | 304 |
|
|
2024
Q4 | $1.15M | Buy |
4,054
+477
| +13% | +$135K | 0.02% | 691 |
|
|
2024
Q3 | $1.01M | Buy |
3,577
+1,089
| +44% | +$306K | 0.04% | 329 |
|
|
2024
Q2 | $645K | Buy |
2,488
+1,003
| +68% | +$260K | 0.02% | 404 |
|
|
2024
Q1 | $371K | Buy |
+1,485
| New | +$371K | 0.01% | 521 |
|