TFO Wealth Partners’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
Q2 | – | Sell |
-3
| Closed | -$750 | – | 80 |
|
|
2024
Q1 | $750 | Hold |
3
| – | – | ﹤0.01% | 201 |
|
|
2023
Q4 | $675 | Hold |
3
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $659 | Hold |
3
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $659 | Hold |
3
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $574 | Sell |
3
-6
| -67% | -$1.15K | ﹤0.01% | 224 |
|
|
2022
Q4 | $957 | Buy |
+9
| New | +$957 | ﹤0.01% | 378 |
|