MSWM
Mowery & Schoenfeld 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 | $385K | Sell |
1,203
-60
| -5% | -$19.2K | 0.58% | 30 |
|
|
2025
Q1 | $436K | Sell |
1,263
-240
| -16% | -$82.9K | 0.85% | 29 |
|
|
2024
Q4 | $427K | Sell |
1,503
-97
| -6% | -$27.5K | 0.83% | 28 |
|
|
2024
Q3 | $450K | Sell |
1,600
-43
| -3% | -$12.1K | 0.71% | 23 |
|
|
2024
Q2 | $426K | Hold |
1,643
| – | – | 0.61% | 24 |
|
|
2024
Q1 | $411K | Sell |
1,643
-163
| -9% | -$40.8K | 0.79% | 21 |
|
|
2023
Q4 | $406K | Buy |
+1,806
| New | +$406K | 0.82% | 20 |
|