OHWA
Oak Hill Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
1,159
| – | – | 0.08% | 110 |
|
|
2025
Q1 | $400K | Hold |
1,159
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $329K | Buy |
+1,159
| New | +$329K | 0.08% | 105 |
|
|
2024
Q3 | – | Sell |
-1,159
| Closed | -$301K | – | 8 |
|
|
2024
Q2 | $301K | Buy |
+1,159
| New | +$301K | 0.09% | 85 |
|
|
2024
Q1 | – | Sell |
-1,159
| Closed | -$261K | – | 8 |
|
|
2023
Q4 | $261K | Hold |
1,159
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $264K | Hold |
1,159
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $255K | Sell |
1,159
-100
| -8% | -$22K | 0.09% | 92 |
|
|
2023
Q1 | $241K | Hold |
1,259
| – | – | 0.1% | 94 |
|
|
2022
Q4 | $237K | Buy |
+1,259
| New | +$237K | 0.1% | 93 |
|