Aspiriant LLC’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 | $239K | Hold |
746
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $258K | Buy |
+746
| New | +$258K | 0.01% | 254 |
|
|
2024
Q4 | – | Sell |
-725
| Closed | -$204K | – | 288 |
|
|
2024
Q3 | $204K | Sell |
725
-100
| -12% | -$28.1K | 0.01% | 282 |
|
|
2024
Q2 | $214K | Sell |
825
-24
| -3% | -$6.22K | 0.01% | 267 |
|
|
2024
Q1 | $212K | Buy |
+849
| New | +$212K | 0.01% | 302 |
|
|
2023
Q4 | – | Sell |
-968
| Closed | -$221K | – | 308 |
|
|
2023
Q3 | $221K | Buy |
+968
| New | +$221K | 0.01% | 258 |
|