Sierra Ocean’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
$301K Buy
938
+19
+2% +$6.09K 0.22% 50
2025
Q1
$318K Buy
919
+29
+3% +$10K 0.25% 42
2024
Q4
$253K Buy
+890
New +$253K 0.21% 53