Rise 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 | $48.8K | Buy |
153
+1
| +0.7% | +$319 | 0.02% | 241 |
|
|
2025
Q1 | $52.6K | Buy |
152
+39
| +35% | +$13.5K | 0.02% | 219 |
|
|
2024
Q4 | $32.1K | Hold |
113
| – | – | 0.02% | 364 |
|
|
2024
Q3 | $31.7K | Hold |
113
| – | – | 0.02% | 389 |
|
|
2024
Q2 | $29.2K | Buy |
113
+1
| +0.9% | +$258 | 0.02% | 399 |
|
|
2024
Q1 | $28.1K | Buy |
+112
| New | +$28.1K | 0.02% | 416 |
|