VWM
VCI Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
6,671
+502
| +8% | +$161K | 0.75% | 35 |
|
|
2025
Q1 | $2.13M | Sell |
6,169
-1,641
| -21% | -$567K | 0.89% | 27 |
|
|
2024
Q4 | $2.22M | Buy |
7,810
+1,200
| +18% | +$341K | 0.94% | 27 |
|
|
2024
Q3 | $1.86M | Buy |
+6,610
| New | +$1.86M | 0.83% | 35 |
|