WF
Wayfinding Financial’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
885
-142
| -14% | -$40.3K | 0.11% | 120 |
|
|
2025
Q1 | $354K | Sell |
1,027
-226
| -18% | -$77.9K | 0.16% | 90 |
|
|
2024
Q4 | $355K | Buy |
+1,253
| New | +$355K | 0.19% | 85 |
|
|
2024
Q3 | – | Sell |
-1,226
| Closed | -$318K | – | 41 |
|
|
2024
Q2 | $318K | Sell |
1,226
-13
| -1% | -$3.37K | 0.18% | 85 |
|
|
2024
Q1 | $303K | Buy |
1,239
+11
| +0.9% | +$2.69K | 0.18% | 89 |
|
|
2023
Q4 | $276K | Sell |
1,228
-80
| -6% | -$18K | 0.19% | 87 |
|
|
2023
Q3 | $294K | Buy |
1,308
+66
| +5% | +$14.8K | 0.22% | 76 |
|
|
2023
Q2 | $268K | Buy |
1,242
+163
| +15% | +$35.2K | 0.19% | 87 |
|
|
2023
Q1 | $206K | Buy |
+1,079
| New | +$206K | 0.16% | 100 |
|