KNFPWM
Keeler & Nadler Financial Planning & 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 | $236K | Buy |
737
+1
| +0.1% | +$320 | 0.09% | 67 |
|
|
2025
Q1 | $251K | Hold |
736
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $209K | Sell |
736
-85
| -10% | -$24.1K | 0.1% | 67 |
|
|
2024
Q3 | $231K | Hold |
821
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $213K | Hold |
821
| – | – | 0.12% | 59 |
|
|
2024
Q1 | $205K | Buy |
+821
| New | +$205K | 0.12% | 61 |
|