IFS
Intelligent Financial Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3K | Hold |
154
| – | – | 0.03% | 58 |
|
|
2025
Q1 | $53.2K | Hold |
154
| – | – | 0.03% | 56 |
|
|
2024
Q4 | $43.7K | Hold |
154
| – | – | 0.02% | 59 |
|
|
2024
Q3 | $43.3K | Hold |
154
| – | – | 0.02% | 59 |
|
|
2024
Q2 | $39.9K | Sell |
154
-22
| -13% | -$5.71K | 0.02% | 59 |
|
|
2024
Q1 | $44K | Buy |
+176
| New | +$44K | 0.03% | 63 |
|