MWM
Mascoma 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 | $96.4K | Hold |
301
| – | – | 0.02% | 139 |
|
|
2025
Q1 | $104K | Sell |
301
-125
| -29% | -$43.2K | 0.03% | 129 |
|
|
2024
Q4 | $121K | Hold |
426
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $120K | Sell |
426
-10
| -2% | -$2.81K | 0.03% | 129 |
|
|
2024
Q2 | $113K | Buy |
436
+395
| +963% | +$102K | 0.03% | 127 |
|
|
2024
Q1 | $10.3K | Sell |
41
-26
| -39% | -$6.5K | ﹤0.01% | 312 |
|
|
2023
Q4 | $15.1K | Hold |
67
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $15.3K | Hold |
67
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $14.8K | Hold |
67
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $13.9K | Hold |
67
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $12.6K | Hold |
67
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 385 |
|
|
2022
Q2 | $11K | Hold |
67
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $12K | Buy |
+67
| New | +$12K | ﹤0.01% | 412 |
|