Peterson Wealth Management’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
2024
Q3
Sell
-4,917
Closed -$1.27M 50
2024
Q2
$1.27M Sell
4,917
-301
-6% -$78K 0.79% 35
2024
Q1
$1.3M Buy
5,218
+3,900
+296% +$975K 0.94% 35
2023
Q4
$296K Buy
+1,318
New +$296K 0.27% 48