Mount Yale Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Mount Yale Investment Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Buy
2025 Q1	$527K	Buy
2024 Q4	$412K	Sell
2024 Q3	$493K	Sell
2024 Q2	$461K	Buy
2024 Q1	$399K	Sell
2023 Q4	$371K	Sell
2023 Q3	$433K	Buy
2023 Q2	$360K	Sell
2023 Q1	$316K	Buy