National Wealth Management Group’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
2025 Q1	$1.03M	Sell	2,978 -207	-6%	-$71.5K	0.68%	30
2024 Q4	$904K	Buy	3,185 +1,631	+105%	+$463K	0.6%	38
2024 Q3	$437K	Buy	+1,554	New	+$437K	0.3%	82
2023 Q2	–	Sell	-1,810	Closed	-$396K	–	132
2023 Q1	$396K	Buy	+1,810	New	+$396K	0.45%	73