Wealthspire Advisors (Maryland)’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-920	Closed	-$72K	–	506
2019 Q1	$72K	Sell	920 -402	-30%	-$31K	0.01%	755
2018 Q4	$97K	Sell	1,322 -18	-1%	-$1.34K	0.01%	608
2018 Q3	$100K	Sell	1,340 -251	-16%	-$18K	0.01%	682
2018 Q2	$104K	Buy	1,591 +42	+3%	+$2.84K	0.01%	690
2018 Q1	$106K	Sell	1,549 -158	-9%	-$10.7K	0.01%	689
2017 Q4	$108K	Sell	1,707 -1,054	-38%	-$67.3K	0.01%	682
2017 Q3	$170K	Buy	2,761 +77	+3%	+$4.53K	0.02%	533
2017 Q2	$154K	Sell	2,684 -1,163	-30%	-$65.7K	0.02%	541
2017 Q1	$218K	Buy	3,847 +225	+6%	+$12.4K	0.03%	365
2016 Q4	$188K	Sell	3,622 -39	-1%	-$1.96K	0.03%	391
2016 Q3	$186K	Buy	3,661 +146	+4%	+$7.21K	0.03%	401
2016 Q2	$167K	Buy	3,515 +211	+6%	+$9.79K	0.03%	413
2016 Q1	$147K	Buy	3,304 +242	+8%	+$9.66K	0.03%	428
2015 Q4	$125K	Buy	+3,062	New	+$132K	0.02%	474