TFA
Trinity Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
1,000
| – | – | 0.1% | 73 |
|
|
2025
Q1 | $344K | Hold |
1,000
| – | – | 0.12% | 59 |
|
|
2024
Q4 | $276K | Hold |
1,000
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $259K | Hold |
1,000
| – | – | 0.12% | 67 |
|
|
2024
Q2 | $259K | Hold |
1,000
| – | – | 0.12% | 67 |
|
|
2024
Q1 | $250K | Hold |
1,000
| – | – | 0.11% | 62 |
|
|
2023
Q4 | $225K | Hold |
1,000
| – | – | 0.11% | 68 |
|
|
2023
Q3 | $228K | Hold |
1,000
| – | – | 0.12% | 65 |
|
|
2023
Q2 | $220K | Buy |
+1,000
| New | +$220K | 0.12% | 71 |
|