Allen Capital Group’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 | $601K | Buy |
1,878
+275
| +17% | +$88K | 0.06% | 162 |
|
2025
Q1 | $553K | Buy |
1,603
+33
| +2% | +$11.4K | 0.06% | 153 |
|
2024
Q4 | $446K | Buy |
1,570
+235
| +18% | +$66.7K | 0.05% | 159 |
|
2024
Q3 | $376K | Buy |
1,335
+46
| +4% | +$12.9K | 0.05% | 168 |
|
2024
Q2 | $334K | Buy |
1,289
+61
| +5% | +$15.8K | 0.05% | 164 |
|
2024
Q1 | $307K | Buy |
+1,228
| New | +$307K | 0.04% | 160 |
|
2022
Q1 | – | Sell |
-3,389
| Closed | -$575K | – | 166 |
|
2021
Q4 | $575K | Buy |
3,389
+440
| +15% | +$74.7K | 0.09% | 97 |
|
2021
Q3 | $438K | Sell |
2,949
-3,550
| -55% | -$527K | 0.09% | 104 |
|
2021
Q2 | $910K | Hold |
6,499
| – | – | 0.18% | 85 |
|
2021
Q1 | $811K | Sell |
6,499
-50
| -0.8% | -$6.24K | 0.18% | 85 |
|
2020
Q4 | $810K | Hold |
6,549
| – | – | 0.2% | 79 |
|
2020
Q3 | $712K | Sell |
6,549
-284
| -4% | -$30.9K | 0.18% | 81 |
|
2020
Q2 | $666K | Hold |
6,833
| – | – | 0.18% | 77 |
|
2020
Q1 | $557K | Sell |
6,833
-227
| -3% | -$18.5K | 0.17% | 75 |
|
2019
Q4 | $672K | Hold |
7,060
| – | – | 0.18% | 85 |
|
2019
Q3 | $616K | Hold |
7,060
| – | – | 0.19% | 82 |
|
2019
Q2 | $618K | Sell |
7,060
-3,015
| -30% | -$264K | 0.2% | 78 |
|
2019
Q1 | $787K | Buy |
+10,075
| New | +$787K | 0.26% | 68 |
|
2018
Q4 | – | Sell |
-8,948
| Closed | -$666K | – | 115 |
|
2018
Q3 | $666K | Sell |
8,948
-404
| -4% | -$30.1K | 0.22% | 73 |
|
2018
Q2 | $610K | Buy |
9,352
+112
| +1% | +$7.31K | 0.23% | 68 |
|
2018
Q1 | $635K | Buy |
9,240
+467
| +5% | +$32.1K | 0.25% | 63 |
|
2017
Q4 | $555K | Buy |
+8,773
| New | +$555K | 0.24% | 64 |
|