WDA
Wendell David Associates’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
15,932
+957
| +6% | +$306K | 0.51% | 44 |
|
|
2025
Q1 | $5.17M | Buy |
14,975
+3,308
| +28% | +$1.14M | 0.52% | 44 |
|
|
2024
Q4 | $3.31M | Buy |
11,667
+5,035
| +76% | +$1.43M | 0.33% | 57 |
|
|
2024
Q3 | $1.87M | Buy |
6,632
+3,109
| +88% | +$875K | 0.18% | 70 |
|
|
2024
Q2 | $913K | Buy |
+3,523
| New | +$913K | 0.09% | 89 |
|