KFS
Kaizen 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 | $293K | Buy |
915
+4
| +0.4% | +$1.28K | 0.15% | 117 |
|
|
2025
Q1 | $314K | Buy |
911
+4
| +0.4% | +$1.38K | 0.18% | 97 |
|
|
2024
Q4 | $257K | Buy |
907
+2
| +0.2% | +$568 | 0.15% | 106 |
|
|
2024
Q3 | $255K | Sell |
905
-99
| -10% | -$27.9K | 0.15% | 116 |
|
|
2024
Q2 | $286K | Buy |
1,004
+2
| +0.2% | +$570 | 0.18% | 93 |
|
|
2024
Q1 | $251K | Buy |
1,002
+2
| +0.2% | +$500 | 0.17% | 102 |
|
|
2023
Q4 | $225K | Buy |
+1,000
| New | +$225K | 0.17% | 100 |
|