Accurate Wealth Management’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 | $792K | Buy |
2,526
+73
| +3% | +$22.9K | 0.12% | 184 |
|
|
2025
Q1 | $819K | Sell |
2,453
-788
| -24% | -$263K | 0.16% | 139 |
|
|
2024
Q4 | $930K | Buy |
3,241
+208
| +7% | +$59.7K | 0.18% | 130 |
|
|
2024
Q3 | $872K | Sell |
3,033
-139
| -4% | -$40K | 0.18% | 128 |
|
|
2024
Q2 | $858K | Sell |
3,172
-4
| -0.1% | -$1.08K | 0.21% | 106 |
|
|
2024
Q1 | $751K | Sell |
3,176
-2
| -0.1% | -$473 | 0.22% | 105 |
|
|
2023
Q4 | $737K | Sell |
3,178
-222
| -7% | -$51.5K | 0.23% | 99 |
|
|
2023
Q3 | $803K | Buy |
3,400
+430
| +14% | +$102K | 0.25% | 90 |
|
|
2023
Q2 | $635K | Buy |
2,970
+108
| +4% | +$23.1K | 0.2% | 112 |
|
|
2023
Q1 | $560K | Buy |
2,862
+375
| +15% | +$73.4K | 0.19% | 124 |
|
|
2022
Q4 | $479K | Sell |
2,487
-395
| -14% | -$76.1K | 0.18% | 105 |
|
|
2022
Q3 | $505K | Buy |
2,882
+817
| +40% | +$143K | 0.21% | 92 |
|
|
2022
Q2 | $343K | Sell |
2,065
-8,927
| -81% | -$1.48M | 0.19% | 104 |
|
|
2022
Q1 | $1.92M | Buy |
10,992
+7,149
| +186% | +$1.25M | 0.86% | 20 |
|
|
2021
Q4 | $621K | Buy |
3,843
+109
| +3% | +$17.6K | 0.51% | 55 |
|
|
2021
Q3 | $589K | Buy |
+3,734
| New | +$589K | 0.51% | 54 |
|