SAI
Savvy Advisors Inc’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,358
+208
| +18% | +$66.6K | 0.03% | 384 |
|
|
2025
Q1 | $397K | Sell |
1,150
-76
| -6% | -$26.2K | 0.04% | 329 |
|
|
2024
Q4 | $348K | Buy |
1,226
+96
| +8% | +$27.3K | 0.04% | 307 |
|
|
2024
Q3 | $318K | Buy |
1,130
+236
| +26% | +$66.4K | 0.06% | 251 |
|
|
2024
Q2 | $232K | Buy |
+894
| New | +$232K | 0.08% | 262 |
|