Principia Wealth Advisory’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
$4.48K Buy
14
+3
+27% +$960 ﹤0.01% 245
2025
Q1
$3.56K Buy
11
+5
+83% +$1.62K ﹤0.01% 217
2024
Q4
$1.7K Buy
+6
New +$1.7K ﹤0.01% 269