1620 Investment Advisors’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 | $259K | Hold |
808
| – | – | 0.18% | 133 |
|
2025
Q1 | $279K | Hold |
808
| – | – | 0.21% | 127 |
|
2024
Q4 | $229K | Hold |
808
| – | – | 0.17% | 143 |
|
2024
Q3 | $227K | Hold |
808
| – | – | 0.16% | 146 |
|
2024
Q2 | $210K | Hold |
808
| – | – | 0.16% | 151 |
|
2024
Q1 | $202K | Buy |
+808
| New | +$202K | 0.2% | 132 |
|
2022
Q2 | – | Sell |
-1,727
| Closed | -$293K | – | 127 |
|
2022
Q1 | $293K | Hold |
1,727
| – | – | 0.32% | 100 |
|
2021
Q4 | $293K | Buy |
+1,727
| New | +$293K | 0.33% | 96 |
|