VWA
Valued Wealth 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 | $5.14K | Hold |
16
| – | – | ﹤0.01% | 280 |
|
2025
Q1 | $5.54K | Hold |
16
| – | – | ﹤0.01% | 294 |
|
2024
Q4 | $4.54K | Sell |
16
-2
| -11% | -$568 | ﹤0.01% | 312 |
|
2024
Q3 | $5.07K | Buy |
18
+2
| +13% | +$563 | ﹤0.01% | 281 |
|
2024
Q2 | $4.15K | Sell |
16
-5
| -24% | -$1.3K | ﹤0.01% | 292 |
|
2024
Q1 | $5.25K | Buy |
21
+5
| +31% | +$1.25K | ﹤0.01% | 245 |
|
2023
Q4 | $3.65K | Buy |
+16
| New | +$3.65K | ﹤0.01% | 234 |
|