Provenance Wealth Advisors’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 | $2.24K | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $2.42K | Hold |
7
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $1.99K | Hold |
7
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $1.97K | Hold |
7
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $1.82K | Hold |
7
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $1.75K | Hold |
7
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $1.57K | Buy |
7
+1
| +17% | +$225 | ﹤0.01% | 486 |
|
|
2023
Q3 | $1.37K | Buy |
+6
| New | +$1.37K | ﹤0.01% | 362 |
|