VFA
Values First 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 | $352K | Sell |
1,100
-123
| -10% | -$39.4K | 0.19% | 135 |
|
|
2025
Q1 | $421K | Sell |
1,223
-122
| -9% | -$42K | 0.25% | 111 |
|
|
2024
Q4 | $382K | Sell |
1,345
-219
| -14% | -$62.1K | 0.21% | 116 |
|
|
2024
Q3 | $440K | Sell |
1,564
-58
| -4% | -$16.3K | 0.24% | 97 |
|
|
2024
Q2 | $421K | Buy |
1,622
+137
| +9% | +$35.5K | 0.25% | 94 |
|
|
2024
Q1 | $371K | Buy |
1,485
+520
| +54% | +$130K | 0.22% | 117 |
|
|
2023
Q4 | $217K | Sell |
965
-551
| -36% | -$124K | 0.13% | 142 |
|
|
2023
Q3 | $346K | Sell |
1,516
-243
| -14% | -$55.4K | 0.22% | 114 |
|
|
2023
Q2 | $386K | Buy |
1,759
+29
| +2% | +$6.37K | 0.23% | 111 |
|
|
2023
Q1 | $331K | Buy |
+1,730
| New | +$331K | 0.21% | 113 |
|