Arkadios 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 | $2.31M | Buy |
7,211
+1,506
| +26% | +$482K | 0.07% | 305 |
|
|
2025
Q1 | $1.97M | Buy |
5,705
+4,410
| +341% | +$1.52M | 0.07% | 286 |
|
|
2024
Q4 | $368K | Buy |
1,295
+185
| +17% | +$52.5K | 0.02% | 654 |
|
|
2024
Q3 | $312K | Buy |
1,110
+6
| +0.5% | +$1.69K | 0.02% | 692 |
|
|
2024
Q2 | $286K | Buy |
1,104
+136
| +14% | +$35.3K | 0.02% | 646 |
|
|
2024
Q1 | $242K | Buy |
968
+17
| +2% | +$4.25K | 0.02% | 599 |
|
|
2023
Q4 | $214K | Buy |
+951
| New | +$214K | 0.02% | 634 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 601 |
|
|
2021
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1855 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1937 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q4 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 1357 |
|
|
2020
Q3 | $761 | Sell |
7
-2
| -22% | -$217 | ﹤0.01% | 974 |
|
|
2020
Q2 | $909 | Sell |
9
-4
| -31% | -$404 | ﹤0.01% | 897 |
|
|
2020
Q1 | $1.06K | Hold |
13
| – | – | ﹤0.01% | 968 |
|
|
2019
Q4 | $1.41K | Buy |
+13
| New | +$1.41K | ﹤0.01% | 854 |
|