Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.18M | Buy |
21,507
+10,730
| +100% | +$1.09M | 1.12% | 36 |
|
|
2022
Q4 | $2.03M | Sell |
10,777
-11,018
| -51% | -$2.08M | 1.11% | 32 |
|
|
2022
Q3 | $3.73M | Buy |
21,795
+10,702
| +96% | +$1.83M | 1.3% | 27 |
|
|
2022
Q2 | $1.81M | Buy |
11,093
+16
| +0.1% | +$2.61K | 1.14% | 33 |
|
|
2022
Q1 | $1.94M | Buy |
11,077
+9
| +0.1% | +$1.57K | 1.04% | 35 |
|
|
2021
Q4 | $1.88M | Hold |
11,068
| – | – | 0.92% | 37 |
|
|
2021
Q3 | $1.65M | Sell |
11,068
-11,068
| -50% | -$1.65M | 0.89% | 38 |
|
|
2021
Q2 | $3.1M | Sell |
22,136
-254
| -1% | -$35.6K | 0.93% | 39 |
|
|
2021
Q1 | $2.79M | Buy |
22,390
+10,895
| +95% | +$1.36M | 0.91% | 38 |
|
|
2020
Q4 | $1.42M | Sell |
11,495
-11,495
| -50% | -$1.42M | 0.93% | 35 |
|
|
2020
Q3 | $2.43M | Buy |
22,990
+11,495
| +100% | +$1.21M | 1% | 36 |
|
|
2020
Q2 | $1.12M | Sell |
11,495
-800
| -7% | -$77.9K | 1% | 28 |
|
|
2020
Q1 | $1M | Sell |
12,295
-680
| -5% | -$55.5K | 1.12% | 30 |
|
|
2019
Q4 | $1.23M | Hold |
12,975
| – | – | 1.08% | 32 |
|
|
2019
Q3 | $1.16M | Sell |
12,975
-225
| -2% | -$20.2K | 1.12% | 27 |
|
|
2019
Q2 | $1.16M | Sell |
13,200
-13,224
| -50% | -$1.16M | 1.1% | 31 |
|
|
2019
Q1 | $2.06M | Buy |
26,424
+12,514
| +90% | +$977K | 1.02% | 31 |
|
|
2018
Q4 | $1.03M | Sell |
13,910
-6,170
| -31% | -$455K | 1.22% | 30 |
|
|
2018
Q3 | $1.5M | Buy |
20,080
+780
| +4% | +$58.1K | 2.3% | 18 |
|
|
2018
Q2 | $1.26M | Buy |
19,300
+435
| +2% | +$28.3K | 2.03% | 18 |
|
|
2018
Q1 | $1.3M | Sell |
18,865
-670
| -3% | -$46.1K | 2.15% | 19 |
|
|
2017
Q4 | $1.23M | Buy |
+19,535
| New | +$1.23M | 1.82% | 23 |
|