PDS Planning’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 | $349K | Buy |
1,090
+47
| +5% | +$15K | 0.03% | 315 |
|
|
2025
Q1 | $360K | Buy |
1,043
+145
| +16% | +$50.1K | 0.03% | 279 |
|
|
2024
Q4 | $255K | Buy |
898
+23
| +3% | +$6.53K | 0.02% | 337 |
|
|
2024
Q3 | $246K | Buy |
875
+61
| +7% | +$17.2K | 0.02% | 355 |
|
|
2024
Q2 | $211K | Buy |
+814
| New | +$211K | 0.02% | 348 |
|