PWG
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Portside Wealth Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Portside Wealth Group’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$402K Buy
1,256
+94
+8% +$30.1K 0.06% 280
2025
Q1 		$401K Buy
1,162
+231
+25% +$79.8K 0.07% 264
2024
Q4 		$264K Buy
931
+143
+18% +$40.6K 0.04% 348
2024
Q3 		$222K Buy
+788
New +$222K 0.04% 357