Legacy Capital Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Legacy Capital Wealth Partners’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$608K	Buy
2025 Q2	$628K	Sell
2025 Q1	$696K	Buy
2024 Q4	$542K	Buy
2024 Q3	$526K	Sell
2024 Q2	$498K	Buy
2024 Q1	–	Sell
2023 Q4	$353K	Sell
2023 Q3	$362K	Buy
2023 Q2	–	Sell
2023 Q1	$272K	Buy