OWM
OneAscent 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 | $526K | Buy |
1,643
+97
| +6% | +$31.1K | 0.19% | 58 |
|
|
2025
Q1 | $534K | Sell |
1,546
-47
| -3% | -$16.2K | 0.23% | 43 |
|
|
2024
Q4 | $452K | Sell |
1,593
-599
| -27% | -$170K | 0.19% | 65 |
|
|
2024
Q3 | $617K | Buy |
+2,192
| New | +$617K | 0.23% | 53 |
|
|
2024
Q2 | – | Sell |
-1,380
| Closed | -$345K | – | 100 |
|
|
2024
Q1 | $345K | Buy |
1,380
+119
| +9% | +$29.8K | 0.13% | 109 |
|
|
2023
Q4 | $284K | Buy |
1,261
+110
| +10% | +$24.8K | 0.11% | 125 |
|
|
2023
Q3 | $262K | Buy |
+1,151
| New | +$262K | 0.12% | 126 |
|
|
2023
Q2 | – | Sell |
-1,513
| Closed | -$289K | – | 105 |
|
|
2023
Q1 | $289K | Buy |
+1,513
| New | +$289K | 0.11% | 128 |
|