Arete Wealth 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 | $1.11M | Buy |
3,479
+193
| +6% | +$61.8K | 0.08% | 243 |
|
|
2025
Q1 | $1.13M | Sell |
3,286
-1,391
| -30% | -$480K | 0.09% | 233 |
|
|
2024
Q4 | $1.33M | Buy |
4,677
+283
| +6% | +$80.2K | 0.1% | 211 |
|
|
2024
Q3 | $1.23M | Buy |
4,394
+117
| +3% | +$32.8K | 0.11% | 189 |
|
|
2024
Q2 | $1.11M | Buy |
+4,277
| New | +$1.11M | 0.09% | 213 |
|
|
2024
Q1 | – | Sell |
-4,612
| Closed | -$1.04M | – | 387 |
|
|
2023
Q4 | $1.04M | Sell |
4,612
-50
| -1% | -$11.2K | 0.08% | 242 |
|
|
2023
Q3 | $1.06M | Buy |
+4,662
| New | +$1.06M | 0.18% | 122 |
|
|
2023
Q2 | – | Sell |
-4,982
| Closed | -$953K | – | 668 |
|
|
2023
Q1 | $953K | Buy |
+4,982
| New | +$953K | 0.08% | 220 |
|
|
2022
Q4 | – | Sell |
-3,750
| Closed | -$642K | – | 635 |
|
|
2022
Q3 | $642K | Buy |
3,750
+161
| +4% | +$27.6K | 0.06% | 255 |
|
|
2022
Q2 | $585K | Buy |
3,589
+309
| +9% | +$50.4K | 0.06% | 212 |
|
|
2022
Q1 | $573K | Buy |
3,280
+625
| +24% | +$109K | 0.05% | 261 |
|
|
2021
Q4 | $443K | Buy |
2,655
+413
| +18% | +$68.9K | 0.04% | 308 |
|
|
2021
Q3 | $333K | Buy |
2,242
+247
| +12% | +$36.7K | 0.04% | 310 |
|
|
2021
Q2 | $271K | Buy |
1,995
+267
| +15% | +$36.3K | 0.04% | 282 |
|
|
2021
Q1 | $216K | Buy |
+1,728
| New | +$216K | 0.03% | 379 |
|