Alera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $527K | Sell |
1,874
-23
| -1% | -$6.47K | 0.06% | 131 |
|
|
2024
Q2 | $492K | Sell |
1,897
-2,324
| -55% | -$603K | 0.06% | 133 |
|
|
2024
Q1 | $1.06M | Sell |
4,221
-12
| -0.3% | -$3K | 0.14% | 57 |
|
|
2023
Q4 | $952K | Sell |
4,233
-82
| -2% | -$18.4K | 0.12% | 62 |
|
|
2023
Q3 | $984K | Sell |
4,315
-13
| -0.3% | -$2.96K | 0.16% | 51 |
|
|
2023
Q2 | $950K | Buy |
4,328
+202
| +5% | +$44.4K | 0.2% | 56 |
|
|
2023
Q1 | $789K | Buy |
4,126
+59
| +1% | +$11.3K | 0.18% | 64 |
|
|
2022
Q4 | $767K | Sell |
4,067
-27
| -0.7% | -$5.09K | 0.18% | 64 |
|
|
2022
Q3 | $701K | Buy |
+4,094
| New | +$701K | 0.2% | 67 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$4K | – | 105 |
|
|
2019
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 667 |
|
|
2018
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 625 |
|