Ruedi Wealth Management’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 | – | Sell |
-147
| Closed | -$50.8K | – | 67 |
|
|
2025
Q1 | $50.8K | Hold |
147
| – | – | 0.02% | 87 |
|
|
2024
Q4 | $41.7K | Hold |
147
| – | – | 0.01% | 93 |
|
|
2024
Q3 | $41.4K | Sell |
147
-2
| -1% | -$563 | 0.01% | 95 |
|
|
2024
Q2 | $38.6K | Buy |
149
+4
| +3% | +$1.04K | 0.02% | 97 |
|
|
2024
Q1 | $36.3K | Hold |
145
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $32.6K | Buy |
+145
| New | +$32.6K | 0.02% | 94 |
|