AP
Appleton Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
48,290
-182
| -0.4% | -$58.3K | 1.09% | 25 |
|
|
2025
Q1 | $16.7M | Buy |
48,472
+128
| +0.3% | +$44.2K | 1.29% | 18 |
|
|
2024
Q4 | $13.7M | Sell |
48,344
-180
| -0.4% | -$51.1K | 1.01% | 28 |
|
|
2024
Q3 | $13.7M | Sell |
48,524
-1,548
| -3% | -$436K | 1% | 29 |
|
|
2024
Q2 | $13M | Buy |
50,072
+767
| +2% | +$199K | 1% | 27 |
|
|
2024
Q1 | $12.3M | Sell |
49,305
-1,765
| -3% | -$441K | 0.96% | 30 |
|
|
2023
Q4 | $11.5M | Buy |
51,070
+3,260
| +7% | +$733K | 0.93% | 26 |
|
|
2023
Q3 | $10.9M | Sell |
47,810
-322
| -0.7% | -$73.4K | 0.97% | 26 |
|
|
2023
Q2 | $10.6M | Buy |
48,132
+4,833
| +11% | +$1.06M | 0.89% | 29 |
|
|
2023
Q1 | $8.28M | Buy |
43,299
+4,529
| +12% | +$866K | 0.74% | 35 |
|
|
2022
Q4 | $7.31M | Buy |
38,770
+22,174
| +134% | +$4.18M | 0.69% | 37 |
|
|
2022
Q3 | $2.84M | Buy |
+16,596
| New | +$2.84M | 0.28% | 89 |
|