Morningstar Investment Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,104	Closed	-$309K	–	152
2024 Q3	$309K	Buy	1,104 +126	+13%	+$35.3K	﹤0.01%	342
2024 Q2	$254K	Buy	978 +104	+12%	+$27K	﹤0.01%	338
2024 Q1	$217K	Sell	874 -432	-33%	-$107K	﹤0.01%	335
2023 Q4	$292K	Buy	+1,306	New	+$292K	﹤0.01%	355