Regent Peak Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2025 Q1	$257K	Sell
2024 Q4	$213K	Buy
2024 Q3	$207K	Buy
2021 Q1	–	Sell
2020 Q4	$76K	Buy