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Whipplewood Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Whipplewood Advisors’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$264K Sell
824
-189
-19% -$60.5K 0.14% 138
2025
Q1 		$284K Buy
1,013
+153
+18% +$42.9K 0.17% 129
2024
Q4 		$244K Buy
+860
New +$244K 0.14% 140