SMART 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
2025 Q2	$477K	Sell	1,489 -362	-20%	-$116K	0.15%	108
2025 Q1	$639K	Buy	1,851 +146	+9%	+$50.4K	0.23%	90
2024 Q4	$484K	Buy	+1,705	New	+$484K	0.17%	106