LFASL
Lugano Financial Advisors SA (LFA)’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.2K | Hold |
291
| – | – | 0.06% | 116 |
|
|
2025
Q1 | $100K | Sell |
291
-174
| -37% | -$60.1K | 0.07% | 104 |
|
|
2024
Q4 | $132K | Hold |
465
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $131K | Buy |
465
+70
| +18% | +$19.7K | 0.09% | 99 |
|
|
2024
Q2 | $102K | Hold |
395
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $98.8K | Buy |
+395
| New | +$98.8K | 0.07% | 107 |
|