Wealth Enhancement Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
59,661
-7,625
| -11% | -$2.43M | 0.03% | 433 |
|
|
2025
Q1 | $23.2M | Sell |
67,286
-838
| -1% | -$289K | 0.04% | 353 |
|
|
2024
Q4 | $19.3M | Buy |
68,124
+12,730
| +23% | +$3.61M | 0.04% | 379 |
|
|
2024
Q3 | $15.6M | Buy |
55,394
+536
| +1% | +$151K | 0.03% | 401 |
|
|
2024
Q2 | $14.2M | Buy |
54,858
+453
| +0.8% | +$117K | 0.03% | 399 |
|
|
2024
Q1 | $13.6M | Buy |
54,405
+1
| +0% | +$250 | 0.04% | 392 |
|
|
2023
Q4 | $12.2M | Sell |
54,404
-2,648
| -5% | -$595K | 0.04% | 386 |
|
|
2023
Q3 | $13M | Buy |
57,052
+54,527
| +2,159% | +$12.4M | 0.04% | 355 |
|
|
2023
Q2 | $554K | Buy |
2,525
+10
| +0.4% | +$2.2K | 0.01% | 336 |
|
|
2023
Q1 | $481K | Buy |
+2,515
| New | +$481K | 0.01% | 390 |
|