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

Optivise Advisory Services’s Portfolio AJG Stock Details AJG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$213K	Sell
2025 Q2	$221K	Sell
2025 Q1	$304K	Sell
2024 Q4	$298K	Buy
2024 Q3	$278K	Sell
2024 Q2	$299K	Buy