Stonegate Investment Group’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
$277K Sell
866
-394
-31% -$126K 0.01% 309
2025
Q1
$435K Sell
1,260
-235
-16% -$81.1K 0.01% 230
2024
Q4
$424K Buy
1,495
+393
+36% +$112K 0.01% 231
2024
Q3
$310K Buy
1,102
+129
+13% +$36.3K 0.01% 270
2024
Q2
$252K Buy
+973
New +$252K 0.01% 289