Wealthspire Advisors (New York)’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
7,474
-100
| -1% | -$32K | 0.01% | 254 |
|
|
2025
Q1 | $2.61M | Buy |
7,574
+3,365
| +80% | +$1.16M | 0.02% | 235 |
|
|
2024
Q4 | $1.19M | Buy |
4,209
+582
| +16% | +$165K | 0.01% | 337 |
|
|
2024
Q3 | $1.02M | Buy |
+3,627
| New | +$1.02M | 0.01% | 371 |
|
|
2019
Q1 | – | Sell |
-101
| Closed | -$7K | – | 70 |
|
|
2018
Q4 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 577 |
|