Simplicity Wealth’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
2024
Q3
Sell
-6,469
Closed -$1.68M 511
2024
Q2
$1.68M Buy
6,469
+49
+0.8% +$12.7K 0.04% 386
2024
Q1
$1.61M Buy
+6,420
New +$1.61M 0.04% 395