Trueblood Wealth Management’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 | $3.2M | Buy |
9,990
+182
| +2% | +$58.3K | 1.34% | 6 |
|
|
2025
Q1 | $3.39M | Buy |
9,808
+447
| +5% | +$154K | 1.57% | 4 |
|
|
2024
Q4 | $2.66M | Buy |
9,361
+15
| +0.2% | +$4.26K | 1.31% | 7 |
|
|
2024
Q3 | $2.63M | Buy |
9,346
+56
| +0.6% | +$15.8K | 1.32% | 7 |
|
|
2024
Q2 | $2.41M | Buy |
9,290
+40
| +0.4% | +$10.4K | 1.36% | 6 |
|
|
2024
Q1 | $2.31M | Sell |
9,250
-144
| -2% | -$36K | 1.32% | 8 |
|
|
2023
Q4 | $2.11M | Buy |
+9,394
| New | +$2.11M | 1.33% | 7 |
|