RPWA
Regent Peak Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $257K | Sell |
743
-8
| -1% | -$2.76K | 0.06% | 135 |
|
|
2024
Q4 | $213K | Buy |
751
+14
| +2% | +$3.97K | 0.05% | 155 |
|
|
2024
Q3 | $207K | Buy |
+737
| New | +$207K | 0.05% | 167 |
|
|
2021
Q1 | – | Sell |
-618
| Closed | -$76K | – | 179 |
|
|
2020
Q4 | $76K | Buy |
+618
| New | +$76K | 0.03% | 247 |
|