ONSWM
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Old North State 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
$475K Buy
1,479
+187
+14% +$60.1K 0.25% 74
2025
Q1
$447K Buy
1,292
+202
+19% +$70K 0.25% 71
2024
Q4
$311K Buy
1,090
+72
+7% +$20.5K 0.17% 87
2024
Q3
$287K Buy
+1,018
New +$287K 0.16% 89