TSWM
Triangle Securities Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,231
-15
| -0.5% | -$4.8K | 0.25% | 106 |
|
|
2025
Q1 | $1.12M | Sell |
3,246
-17
| -0.5% | -$5.87K | 0.29% | 94 |
|
|
2024
Q4 | $926K | Sell |
3,263
-36
| -1% | -$10.2K | 0.24% | 106 |
|
|
2024
Q3 | $928K | Sell |
3,299
-26
| -0.8% | -$7.32K | 0.24% | 109 |
|
|
2024
Q2 | $862K | Buy |
3,325
+77
| +2% | +$20K | 0.24% | 113 |
|
|
2024
Q1 | $812K | Buy |
3,248
+1,993
| +159% | +$498K | 0.23% | 116 |
|
|
2023
Q4 | $282K | Buy |
+1,255
| New | +$282K | 0.09% | 177 |
|