Aptus 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 | $1.61M | Buy |
5,032
+1,953
| +63% | +$625K | 0.01% | 446 |
|
|
2025
Q1 | $1.06M | Buy |
3,079
+861
| +39% | +$297K | 0.01% | 491 |
|
|
2024
Q4 | $630K | Buy |
2,218
+367
| +20% | +$104K | 0.01% | 570 |
|
|
2024
Q3 | $521K | Sell |
1,851
-13
| -0.7% | -$3.66K | 0.01% | 528 |
|
|
2024
Q2 | $483K | Buy |
1,864
+118
| +7% | +$30.6K | 0.01% | 515 |
|
|
2024
Q1 | $437K | Buy |
1,746
+147
| +9% | +$36.8K | 0.01% | 539 |
|
|
2023
Q4 | $360K | Sell |
1,599
-282
| -15% | -$63.4K | 0.01% | 434 |
|
|
2023
Q3 | $429K | Buy |
1,881
+497
| +36% | +$113K | 0.01% | 412 |
|
|
2023
Q2 | $304K | Sell |
1,384
-164
| -11% | -$36K | 0.01% | 394 |
|
|
2023
Q1 | $296K | Buy |
1,548
+85
| +6% | +$16.3K | 0.01% | 392 |
|
|
2022
Q4 | $276K | Hold |
1,463
| – | – | 0.01% | 422 |
|
|
2022
Q3 | $250K | Buy |
+1,463
| New | +$250K | 0.01% | 404 |
|
|
2022
Q2 | – | Sell |
-1,206
| Closed | -$211K | – | 650 |
|
|
2022
Q1 | $211K | Buy |
+1,206
| New | +$211K | 0.01% | 406 |
|