Proficio Capital Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,584	Closed	-$507K	–	228
2025 Q2	$507K	Buy	1,584 +538	+51%	+$177K	0.03%	244
2025 Q1	$361K	Buy	1,046 +98	+10%	+$31K	0.03%	261
2024 Q4	$269K	Buy	948 +156	+20%	+$45.4K	0.02%	284
2024 Q3	$223K	Sell	792 -64	-7%	-$18K	0.02%	259
2024 Q2	$222K	Buy	856 +27	+3%	+$6.7K	0.02%	297
2024 Q1	$207K	Buy	+829	New	+$199K	0.02%	317
2019 Q3	–	Sell	-188	Closed	-$16K	–	173
2019 Q2	$16K	Sell	188 -40	-18%	-$3.34K	0.01%	763
2019 Q1	$18K	Sell	228 -242	-51%	-$18.6K	0.01%	685
2018 Q4	$35K	Sell	470 -66	-12%	-$4.93K	0.02%	383
2018 Q3	$40K	Sell	536 -86	-14%	-$6.17K	0.02%	402
2018 Q2	$41K	Buy	622 +45	+8%	+$3.05K	0.02%	404
2018 Q1	$40K	Hold	577	–	–	0.02%	403
2017 Q4	$37K	Sell	577 -37	-6%	-$2.36K	0.01%	417
2017 Q3	$38K	Hold	614	–	–	0.02%	440
2017 Q2	$36K	Sell	614 -9	-1%	-$509	0.02%	456
2017 Q1	$35K	Buy	623 +55	+10%	+$3.03K	0.02%	464
2016 Q4	$30K	Hold	568	–	–	0.02%	356
2016 Q3	$29K	Hold	568	–	–	0.02%	363
2016 Q2	$28K	Buy	568 +196	+53%	+$9.09K	0.02%	367
2016 Q1	$17K	Buy	+372	New	+$14.8K	0.01%	342