Optivise Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	691 -191	-22%	-$61.1K	0.11%	186
2025 Q1	$304K	Sell	882 -167	-16%	-$57.6K	0.17%	125
2024 Q4	$298K	Buy	1,049 +61	+6%	+$17.3K	0.16%	130
2024 Q3	$278K	Sell	988 -164	-14%	-$46.2K	0.15%	131
2024 Q2	$299K	Buy	+1,152	New	+$299K	0.16%	128