OWA
Opal 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 | $126K | Sell |
393
-60
| -13% | -$19.2K | 0.03% | 245 |
|
|
2025
Q1 | $156K | Buy |
+453
| New | +$156K | 0.05% | 207 |
|
|
2024
Q3 | – | Sell |
-633
| Closed | -$164K | – | 219 |
|
|
2024
Q2 | $164K | Sell |
633
-512
| -45% | -$133K | 0.05% | 207 |
|
|
2024
Q1 | $286K | Sell |
1,145
-370
| -24% | -$92.5K | 0.1% | 129 |
|
|
2023
Q4 | $341K | Buy |
1,515
+180
| +13% | +$40.5K | 0.13% | 115 |
|
|
2023
Q3 | $304K | Buy |
1,335
+132
| +11% | +$30.1K | 0.18% | 98 |
|
|
2023
Q2 | $264K | Buy |
1,203
+141
| +13% | +$31K | 0.13% | 114 |
|
|
2023
Q1 | $203K | Buy |
+1,062
| New | +$203K | 0.12% | 110 |
|