AWP
Ascent Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
24,838
+92
| +0.4% | +$29.5K | 0.98% | 31 |
|
|
2025
Q1 | $8.54M | Buy |
24,746
+83
| +0.3% | +$28.7K | 1.15% | 27 |
|
|
2024
Q4 | $7M | Sell |
24,663
-159
| -0.6% | -$45.1K | 0.94% | 34 |
|
|
2024
Q3 | $6.98M | Buy |
24,822
+5,824
| +31% | +$1.64M | 0.97% | 35 |
|
|
2024
Q2 | $4.93M | Buy |
18,998
+15,781
| +491% | +$4.09M | 0.72% | 42 |
|
|
2024
Q1 | $804K | Hold |
3,217
| – | – | 0.12% | 112 |
|
|
2023
Q4 | $723K | Buy |
3,217
+450
| +16% | +$101K | 0.12% | 113 |
|
|
2023
Q3 | $631K | Hold |
2,767
| – | – | 0.12% | 118 |
|
|
2023
Q2 | $608K | Hold |
2,767
| – | – | 0.11% | 121 |
|
|
2023
Q1 | $529K | Hold |
2,767
| – | – | 0.11% | 120 |
|
|
2022
Q4 | $522K | Hold |
2,767
| – | – | 0.11% | 116 |
|
|
2022
Q3 | $474K | Hold |
2,767
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $451K | Hold |
2,767
| – | – | 0.1% | 115 |
|
|
2022
Q1 | $483K | Hold |
2,767
| – | – | 0.09% | 114 |
|
|
2021
Q4 | $469K | Buy |
2,767
+100
| +4% | +$17K | 0.08% | 116 |
|
|
2021
Q3 | $396K | Hold |
2,667
| – | – | 0.08% | 125 |
|
|
2021
Q2 | $374K | Sell |
2,667
-28
| -1% | -$3.93K | 0.07% | 125 |
|
|
2021
Q1 | $336K | Sell |
2,695
-2,472
| -48% | -$308K | 0.07% | 103 |
|
|
2020
Q4 | $639K | Buy |
+5,167
| New | +$639K | 0.14% | 80 |
|