Alta Advisers’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 | $390K | Hold |
1,218
| – | – | 0.14% | 131 |
|
|
2025
Q1 | $421K | Buy |
1,218
+500
| +70% | +$173K | 0.18% | 112 |
|
|
2024
Q4 | $204K | Buy |
718
+118
| +20% | +$33.5K | 0.13% | 150 |
|
|
2024
Q3 | $169K | Hold |
600
| – | – | 0.08% | 174 |
|
|
2024
Q2 | $156K | Hold |
600
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $150K | Hold |
600
| – | – | 0.07% | 176 |
|
|
2023
Q4 | $135K | Hold |
600
| – | – | 0.07% | 182 |
|
|
2023
Q3 | $137K | Hold |
600
| – | – | 0.08% | 154 |
|
|
2023
Q2 | $132K | Hold |
600
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $115K | Hold |
600
| – | – | 0.07% | 196 |
|
|
2022
Q4 | $113K | Hold |
600
| – | – | 0.07% | 196 |
|
|
2022
Q3 | $103K | Buy |
+600
| New | +$103K | 0.06% | 197 |
|