AssetMark Inc’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 | $13M | Buy |
40,567
+11,553
| +40% | +$3.7M | 0.03% | 360 |
|
|
2025
Q1 | $10M | Buy |
29,014
+13,528
| +87% | +$4.67M | 0.03% | 363 |
|
|
2024
Q4 | $4.4M | Buy |
15,486
+2,397
| +18% | +$680K | 0.01% | 530 |
|
|
2024
Q3 | $3.68M | Buy |
13,089
+854
| +7% | +$240K | 0.01% | 506 |
|
|
2024
Q2 | $3.17M | Buy |
12,235
+1,954
| +19% | +$507K | 0.01% | 515 |
|
|
2024
Q1 | $2.57M | Buy |
10,281
+3,241
| +46% | +$810K | 0.01% | 527 |
|
|
2023
Q4 | $1.58M | Buy |
7,040
+2,832
| +67% | +$637K | 0.01% | 576 |
|
|
2023
Q3 | $959K | Sell |
4,208
-14
| -0.3% | -$3.19K | ﹤0.01% | 629 |
|
|
2023
Q2 | $927K | Sell |
4,222
-1,537
| -27% | -$337K | ﹤0.01% | 627 |
|
|
2023
Q1 | $1.1M | Buy |
5,759
+519
| +10% | +$99.3K | ﹤0.01% | 586 |
|
|
2022
Q4 | $988K | Buy |
5,240
+786
| +18% | +$148K | ﹤0.01% | 584 |
|
|
2022
Q3 | $763K | Buy |
4,454
+1,720
| +63% | +$295K | ﹤0.01% | 575 |
|
|
2022
Q2 | $446K | Buy |
2,734
+1,585
| +138% | +$259K | ﹤0.01% | 642 |
|
|
2022
Q1 | $201K | Buy |
1,149
+728
| +173% | +$127K | ﹤0.01% | 728 |
|
|
2021
Q4 | $71K | Buy |
421
+336
| +395% | +$56.7K | ﹤0.01% | 842 |
|
|
2021
Q3 | $13K | Buy |
+85
| New | +$13K | ﹤0.01% | 1006 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1385 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q2 | $0 | Sell |
5
-2,345
| -100% | – | ﹤0.01% | 1249 |
|
|
2020
Q1 | $192K | Sell |
2,350
-302
| -11% | -$24.7K | ﹤0.01% | 499 |
|
|
2019
Q4 | $253K | Buy |
2,652
+1,431
| +117% | +$137K | ﹤0.01% | 506 |
|
|
2019
Q3 | $109K | Buy |
1,221
+110
| +10% | +$9.82K | ﹤0.01% | 596 |
|
|
2019
Q2 | $97K | Buy |
1,111
+275
| +33% | +$24K | ﹤0.01% | 608 |
|
|
2019
Q1 | $65K | Buy |
+836
| New | +$65K | ﹤0.01% | 653 |
|
|
2018
Q1 | – | Sell |
-151
| Closed | -$10K | – | 1409 |
|
|
2017
Q4 | $10K | Buy |
151
+96
| +175% | +$6.36K | ﹤0.01% | 1107 |
|
|
2017
Q3 | $3K | Buy |
55
+31
| +129% | +$1.69K | ﹤0.01% | 1201 |
|
|
2017
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1267 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1169 |
|
|
2015
Q4 | $1K | Buy |
20
+11
| +122% | +$550 | ﹤0.01% | 1163 |
|
|
2015
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 714 |
|