MSWM
McGlone Suttner 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 | $567K | Buy |
1,770
+22
| +1% | +$7.04K | 0.09% | 104 |
|
|
2025
Q1 | $603K | Sell |
1,748
-922
| -35% | -$318K | 0.1% | 94 |
|
|
2024
Q4 | $758K | Buy |
2,670
+87
| +3% | +$24.7K | 0.13% | 76 |
|
|
2024
Q3 | $727K | Buy |
2,583
+297
| +13% | +$83.6K | 0.15% | 76 |
|
|
2024
Q2 | $514K | Sell |
2,286
-273
| -11% | -$61.4K | 0.11% | 82 |
|
|
2024
Q1 | $640K | Buy |
2,559
+273
| +12% | +$68.2K | 0.12% | 78 |
|
|
2023
Q4 | $514K | Buy |
2,286
+88
| +4% | +$19.8K | 0.1% | 82 |
|
|
2023
Q3 | $501K | Buy |
2,198
+122
| +6% | +$27.8K | 0.12% | 73 |
|
|
2023
Q2 | $456K | Buy |
2,076
+192
| +10% | +$42.2K | 0.1% | 83 |
|
|
2023
Q1 | $361K | Buy |
1,884
+140
| +8% | +$26.8K | 0.09% | 88 |
|
|
2022
Q4 | $329K | Buy |
+1,744
| New | +$329K | 0.1% | 92 |
|