Laurel Wealth Advisors (North Carolina)’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 | $438K | Buy |
140,213
+139,775
| +31,912% | +$437K | 0.01% | 350 |
|
|
2025
Q1 | $151K | Hold |
438
| – | – | 0.02% | 195 |
|
|
2024
Q4 | $124K | Sell |
438
-3
| -0.7% | -$852 | 0.02% | 212 |
|
|
2024
Q3 | $124K | Buy |
441
+143
| +48% | +$40.2K | 0.02% | 216 |
|
|
2024
Q2 | $77.3K | Hold |
298
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $74.5K | Buy |
+298
| New | +$74.5K | 0.01% | 258 |
|