Williamson Legacy Group’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	$956K	Buy	2,985 +254	+9%	+$81.3K	0.81%	62
2025 Q1	$943K	Buy	+2,731	New	+$943K	0.9%	55
2024 Q2	–	Sell	-5,672	Closed	-$1.42M	–	93
2024 Q1	$1.42M	Sell	5,672 -26	-0.5%	-$6.5K	1.1%	26
2023 Q4	$1.28M	Buy	+5,698	New	+$1.28M	1.19%	27