Levy Wealth Management Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.46M	Sell	13,342 -830	-6%	-$206K	0.89%	18
2024 Q1	$3.19M	Hold	14,172	–	–	0.89%	17
2023 Q4	$3.19M	Sell	14,172 -3,533	-20%	-$837K	0.89%	17
2023 Q3	$4.04M	Sell	17,705 -1,043	-6%	-$233K	1.25%	13
2023 Q2	$4.12M	Sell	18,748 -3,331	-15%	-$693K	1.22%	13
2023 Q1	$4.22M	Buy	22,079 +65	+0.3%	+$12.3K	1.3%	13
2022 Q4	$4.15M	Sell	22,014 -163	-0.7%	-$30.5K	1.39%	12
2022 Q3	$3.8M	Sell	22,177 -4,489	-17%	-$797K	1.64%	11
2022 Q2	$4.35M	Buy	26,666 +2,600	+11%	+$431K	1.99%	9
2022 Q1	$4.2M	Buy	24,066 +73	+0.3%	+$11.6K	1.75%	10
2021 Q4	$4.07M	Sell	23,993 -6,432	-21%	-$1.05M	1.85%	11
2021 Q3	$4.52M	Buy	30,425 +97	+0.3%	+$13.9K	2.48%	9
2021 Q2	$4.25M	Sell	30,328 -3,496	-10%	-$494K	2.44%	8
2021 Q1	$4.22M	Sell	33,824 -7,072	-17%	-$854K	2.77%	7
2020 Q4	$5.06M	Buy	+40,896	New	+$4.66M	3.59%	7