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RFG - Bristol Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.7M Sell
5,311
-266
-5% -$85.1K 0.53% 40
2025
Q1 		$1.93M Sell
5,577
-1,508
-21% -$521K 0.65% 35
2024
Q4 		$2.01M Buy
+7,085
New +$2.01M 0.66% 32