San Luis Wealth 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
$364K Buy
1,139
+2
+0.2% +$639 0.08% 116
2025
Q1
$393K Buy
1,137
+1
+0.1% +$346 0.09% 103
2024
Q4
$323K Buy
1,136
+1
+0.1% +$284 0.06% 116
2024
Q3
$319K Buy
+1,135
New +$319K 0.07% 111