LWM
LongView 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 | $307K | Sell |
959
-41
| -4% | -$13.1K | 0.09% | 165 |
|
|
2025
Q1 | $345K | Sell |
1,000
-3
| -0.3% | -$1.04K | 0.1% | 151 |
|
|
2024
Q4 | $285K | Buy |
1,003
+2
| +0.2% | +$568 | 0.09% | 168 |
|
|
2024
Q3 | $282K | Buy |
1,001
+2
| +0.2% | +$563 | 0.09% | 167 |
|
|
2024
Q2 | $259K | Hold |
999
| – | – | 0.1% | 161 |
|
|
2024
Q1 | $250K | Sell |
999
-19
| -2% | -$4.75K | 0.1% | 156 |
|
|
2023
Q4 | $230K | Buy |
+1,018
| New | +$230K | 0.1% | 159 |
|