Wrenne Financial Planning’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 | $370K | Buy |
1,168
+13
| +1% | +$4.12K | 0.17% | 31 |
|
|
2025
Q1 | $399K | Buy |
1,155
+2
| +0.2% | +$690 | 0.21% | 28 |
|
|
2024
Q4 | $327K | Hold |
1,153
| – | – | 0.19% | 31 |
|
|
2024
Q3 | $324K | Hold |
1,153
| – | – | 0.19% | 30 |
|
|
2024
Q2 | $299K | Hold |
1,153
| – | – | 0.21% | 30 |
|
|
2024
Q1 | $288K | Buy |
+1,153
| New | +$288K | 0.21% | 26 |
|