True Wealth Design’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 | $3.41K | Buy |
11
+4
| +57% | +$1.24K | ﹤0.01% | 964 |
|
|
2025
Q1 | $2.3K | Buy |
7
+3
| +75% | +$986 | ﹤0.01% | 958 |
|
|
2024
Q4 | $1.04K | Buy |
+4
| New | +$1.04K | ﹤0.01% | 928 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$51.9K | – | 1275 |
|
|
2024
Q2 | $51.9K | Hold |
200
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $50K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $45K | Buy |
+200
| New | +$45K | 0.01% | 158 |
|