AE 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 | $2.21M | Buy |
6,910
+58
| +0.8% | +$18.6K | 0.02% | 512 |
|
|
2025
Q1 | $2.37M | Sell |
6,852
-136
| -2% | -$47K | 0.02% | 487 |
|
|
2024
Q4 | $1.98M | Sell |
6,988
-86
| -1% | -$24.4K | 0.02% | 523 |
|
|
2024
Q3 | $1.99M | Sell |
7,074
-2,026
| -22% | -$570K | 0.02% | 536 |
|
|
2024
Q2 | $2.36M | Buy |
9,100
+7,414
| +440% | +$1.92M | 0.02% | 479 |
|
|
2024
Q1 | $422K | Sell |
1,686
-5,087
| -75% | -$1.27M | ﹤0.01% | 866 |
|
|
2023
Q4 | $1.58M | Buy |
6,773
+3,905
| +136% | +$910K | 0.01% | 987 |
|
|
2023
Q3 | $654K | Sell |
2,868
-292
| -9% | -$66.5K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $694K | Buy |
3,160
+1,188
| +60% | +$261K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $377K | Sell |
1,972
-443
| -18% | -$84.8K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $455K | Buy |
2,415
+521
| +28% | +$98.2K | ﹤0.01% | 1349 |
|
|
2022
Q3 | $324K | Buy |
1,894
+400
| +27% | +$68.4K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $244K | Buy |
1,494
+242
| +19% | +$39.5K | ﹤0.01% | 1518 |
|
|
2022
Q1 | $219K | Sell |
1,252
-880
| -41% | -$154K | ﹤0.01% | 1548 |
|
|
2021
Q4 | $362K | Buy |
2,132
+199
| +10% | +$33.8K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $287K | Buy |
1,933
+190
| +11% | +$28.2K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $244K | Buy |
+1,743
| New | +$244K | ﹤0.01% | 1422 |
|
|
2019
Q3 | – | Sell |
-3,306
| Closed | -$290K | – | 988 |
|
|
2019
Q2 | $290K | Buy |
+3,306
| New | +$290K | 0.01% | 763 |
|
|
2017
Q4 | – | Sell |
-17,158
| Closed | -$1.06M | – | 416 |
|
|
2017
Q3 | $1.06M | Sell |
17,158
-1,151
| -6% | -$70.8K | 0.1% | 132 |
|
|
2017
Q2 | $1.05M | Buy |
18,309
+683
| +4% | +$39.1K | 0.13% | 140 |
|
|
2017
Q1 | $997K | Buy |
17,626
+1,767
| +11% | +$99.9K | 0.18% | 108 |
|
|
2016
Q4 | $824K | Buy |
+15,859
| New | +$824K | 0.33% | 76 |
|