Arax Advisory Partners’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 | $228K | Buy |
142
+18
| +15% | +$28.9K | 0.01% | 607 |
|
|
2025
Q1 | $43.1K | Sell |
124
-356
| -74% | -$124K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $136K | Buy |
480
+420
| +700% | +$119K | 0.01% | 583 |
|
|
2024
Q3 | $17K | Sell |
60
-1
| -2% | -$284 | ﹤0.01% | 1156 |
|
|
2024
Q2 | $16K | Buy |
61
+4
| +7% | +$1.05K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $14.4K | Sell |
57
-1
| -2% | -$252 | ﹤0.01% | 716 |
|
|
2023
Q4 | $13.1K | Sell |
58
-3
| -5% | -$679 | ﹤0.01% | 722 |
|
|
2023
Q3 | $14K | Hold |
61
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $13.4K | Hold |
61
| – | – | ﹤0.01% | 658 |
|
|
2023
Q1 | $11.7K | Buy |
61
+17
| +39% | +$3.26K | ﹤0.01% | 664 |
|
|
2022
Q4 | $8.3K | Buy |
44
+14
| +47% | +$2.64K | ﹤0.01% | 676 |
|
|
2022
Q3 | $5K | Buy |
30
+5
| +20% | +$833 | ﹤0.01% | 777 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $4K | Buy |
25
+13
| +108% | +$2.08K | ﹤0.01% | 809 |
|
|
2021
Q4 | $2K | Buy |
12
+7
| +140% | +$1.17K | ﹤0.01% | 857 |
|
|
2021
Q3 | $1K | Sell |
5
-72
| -94% | -$14.4K | ﹤0.01% | 868 |
|
|
2021
Q2 | $11K | Buy |
+77
| New | +$11K | ﹤0.01% | 643 |
|