Annis Gardner Whiting Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.9K | Buy |
259
+131
| +102% | +$41.9K | 0.03% | 332 |
|
|
2025
Q1 | $44.2K | Buy |
128
+4
| +3% | +$1.38K | 0.02% | 365 |
|
|
2024
Q4 | $35.2K | Buy |
124
+2
| +2% | +$568 | 0.01% | 381 |
|
|
2024
Q3 | $34.3K | Sell |
122
-2
| -2% | -$563 | 0.01% | 405 |
|
|
2024
Q2 | $32.2K | Buy |
124
+5
| +4% | +$1.3K | 0.01% | 477 |
|
|
2024
Q1 | $29.8K | Buy |
119
+2
| +2% | +$500 | 0.01% | 476 |
|
|
2023
Q4 | $26.3K | Sell |
117
-4
| -3% | -$900 | 0.01% | 366 |
|
|
2023
Q3 | $27.6K | Buy |
+121
| New | +$27.6K | 0.01% | 354 |
|