Annex Advisory Services’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 | $24.6M | Buy |
76,997
+10,703
| +16% | +$3.43M | 0.59% | 45 |
|
|
2025
Q1 | $22.9M | Buy |
66,294
+13,273
| +25% | +$4.58M | 0.65% | 45 |
|
|
2024
Q4 | $15.1M | Buy |
53,021
+11,920
| +29% | +$3.38M | 0.45% | 53 |
|
|
2024
Q3 | $11.6M | Buy |
41,101
+3,926
| +11% | +$1.1M | 0.37% | 57 |
|
|
2024
Q2 | $9.64M | Buy |
37,175
+5,694
| +18% | +$1.48M | 0.34% | 54 |
|
|
2024
Q1 | $7.87M | Buy |
+31,481
| New | +$7.87M | 0.28% | 65 |
|