MLA
My Legacy Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-865
| Closed | -$201K | – | 212 |
|
|
2023
Q4 | $201K | Sell |
865
-77
| -8% | -$17.9K | 0.07% | 201 |
|
|
2023
Q3 | $218K | Sell |
942
-37
| -4% | -$8.55K | 0.09% | 192 |
|
|
2023
Q2 | $209K | Sell |
979
-191
| -16% | -$40.8K | 0.08% | 206 |
|
|
2023
Q1 | $229K | Sell |
1,170
-81
| -6% | -$15.8K | 0.1% | 197 |
|
|
2022
Q4 | $242K | Sell |
1,251
-51
| -4% | -$9.87K | 0.1% | 190 |
|
|
2022
Q3 | $222K | Sell |
1,302
-1,562
| -55% | -$266K | 0.11% | 193 |
|
|
2022
Q2 | $475K | Sell |
2,864
-1,135
| -28% | -$188K | 0.24% | 144 |
|
|
2022
Q1 | $698K | Buy |
+3,999
| New | +$698K | 0.32% | 106 |
|