OneAscent Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

OneAscent Financial Services’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$391K	Sell
2025 Q2	$702K	Sell
2025 Q1	$1.73M	Buy
2024 Q4	$793K	Sell
2024 Q3	$818K	Buy
2024 Q2	–	Sell
2024 Q1	$697K	Buy
2023 Q4	$512K	Buy
2023 Q3	$299K	Buy
2023 Q2	–	Sell
2023 Q1	$264K	Buy