Archford Capital Strategies’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 | $593K | Buy |
1,853
+39
| +2% | +$12.5K | 0.08% | 208 |
|
|
2025
Q1 | $626K | Buy |
1,814
+14
| +0.8% | +$4.83K | 0.09% | 186 |
|
|
2024
Q4 | $511K | Buy |
1,800
+2
| +0.1% | +$568 | 0.08% | 179 |
|
|
2024
Q3 | $521K | Hold |
1,798
| – | – | 0.08% | 173 |
|
|
2024
Q2 | $466K | Buy |
1,798
+1
| +0.1% | +$259 | 0.08% | 180 |
|
|
2024
Q1 | $449K | Sell |
1,797
-82
| -4% | -$20.5K | 0.08% | 187 |
|
|
2023
Q4 | $422K | Sell |
1,879
-691
| -27% | -$155K | 0.08% | 183 |
|
|
2023
Q3 | $586K | Buy |
2,570
+1
| +0% | +$228 | 0.12% | 176 |
|
|
2023
Q2 | $564K | Sell |
2,569
-226
| -8% | -$49.6K | 0.11% | 199 |
|
|
2023
Q1 | $546K | Sell |
2,795
-47
| -2% | -$9.18K | 0.11% | 192 |
|
|
2022
Q4 | $536K | Buy |
2,842
+2
| +0.1% | +$377 | 0.12% | 187 |
|
|
2022
Q3 | $486K | Sell |
2,840
-2
| -0.1% | -$342 | 0.13% | 182 |
|
|
2022
Q2 | $463K | Buy |
2,842
+1
| +0% | +$163 | 0.12% | 188 |
|
|
2022
Q1 | $497K | Hold |
2,841
| – | – | 0.11% | 183 |
|
|
2021
Q4 | $482K | Sell |
2,841
-258
| -8% | -$43.8K | 0.11% | 192 |
|
|
2021
Q3 | $461K | Sell |
3,099
-93
| -3% | -$13.8K | 0.11% | 198 |
|
|
2021
Q2 | $447K | Sell |
3,192
-246
| -7% | -$34.4K | 0.11% | 190 |
|
|
2021
Q1 | $464K | Sell |
3,438
-12,754
| -79% | -$1.72M | 0.12% | 181 |
|
|
2020
Q4 | $1.96M | Sell |
16,192
-265
| -2% | -$32K | 0.45% | 57 |
|
|
2020
Q3 | $1.74M | Sell |
16,457
-193
| -1% | -$20.4K | 0.47% | 59 |
|
|
2020
Q2 | $1.62M | Sell |
16,650
-25
| -0.1% | -$2.44K | 0.48% | 58 |
|
|
2020
Q1 | $1.36M | Buy |
16,675
+178
| +1% | +$14.5K | 0.53% | 56 |
|
|
2019
Q4 | $1.57M | Sell |
16,497
-316
| -2% | -$30.1K | 0.54% | 52 |
|
|
2019
Q3 | $1.51M | Sell |
16,813
-500
| -3% | -$44.8K | 0.56% | 49 |
|
|
2019
Q2 | $1.52M | Sell |
17,313
-633
| -4% | -$55.4K | 0.55% | 50 |
|
|
2019
Q1 | $1.4M | Sell |
17,946
-129
| -0.7% | -$10.1K | 0.52% | 52 |
|
|
2018
Q4 | $1.33M | Sell |
18,075
-488
| -3% | -$36K | 0.53% | 48 |
|
|
2018
Q3 | $1.38M | Sell |
18,563
-401
| -2% | -$29.9K | 0.5% | 56 |
|
|
2018
Q2 | $1.24M | Sell |
18,964
-133
| -0.7% | -$8.68K | 0.44% | 68 |
|
|
2018
Q1 | $1.21M | Buy |
19,097
+9
| +0% | +$569 | 0.5% | 66 |
|
|
2017
Q4 | $1.21M | Sell |
19,088
-1,000
| -5% | -$63.3K | 0.45% | 68 |
|
|
2017
Q3 | $1.24M | Sell |
20,088
-628
| -3% | -$38.6K | 0.46% | 74 |
|
|
2017
Q2 | $1.19M | Sell |
20,716
-659
| -3% | -$37.7K | 0.47% | 73 |
|
|
2017
Q1 | $1.21M | Buy |
21,375
+2,043
| +11% | +$115K | 0.45% | 66 |
|
|
2016
Q4 | $1M | Buy |
19,332
+4,017
| +26% | +$209K | 0.42% | 87 |
|
|
2016
Q3 | $778K | Buy |
15,315
+8,950
| +141% | +$455K | 0.32% | 115 |
|
|
2016
Q2 | $303K | Sell |
6,365
-11,215
| -64% | -$534K | 0.16% | 132 |
|
|
2016
Q1 | $782K | Buy |
17,580
+4,719
| +37% | +$210K | 0.37% | 95 |
|
|
2015
Q4 | $611K | Buy |
12,861
+12,852
| +142,800% | +$611K | 0.28% | 122 |
|
|
2015
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 685 |
|
|
2015
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 681 |
|
|
2015
Q1 | $421 | Hold |
9
| – | – | ﹤0.01% | 714 |
|
|
2014
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 722 |
|
|
2014
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 719 |
|
|
2014
Q2 | $419 | Hold |
9
| – | – | ﹤0.01% | 875 |
|
|
2014
Q1 | $428 | Buy |
+9
| New | +$428 | ﹤0.01% | 831 |
|