Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-465
| Closed | -$65.1K | – | 944 |
|
|
2021
Q2 | $65.1K | Sell |
465
-129
| -22% | -$18.1K | 0.01% | 507 |
|
|
2021
Q1 | $74.1K | Hold |
594
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $73.5K | Buy |
+594
| New | +$73.5K | 0.02% | 430 |
|
|
2020
Q3 | – | Sell |
-1,203
| Closed | -$117K | – | 320 |
|
|
2020
Q2 | $117K | Sell |
1,203
-3,030
| -72% | -$295K | 0.03% | 382 |
|
|
2020
Q1 | $345K | Buy |
4,233
+1,322
| +45% | +$108K | 0.1% | 202 |
|
|
2019
Q4 | $277K | Sell |
2,911
-96
| -3% | -$9.14K | 0.07% | 274 |
|
|
2019
Q3 | $269K | Buy |
3,007
+210
| +8% | +$18.8K | 0.08% | 270 |
|
|
2019
Q2 | $245K | Buy |
2,797
+322
| +13% | +$28.2K | 0.08% | 257 |
|
|
2019
Q1 | $193K | Sell |
2,475
-87
| -3% | -$6.8K | 0.07% | 269 |
|
|
2018
Q4 | $189K | Buy |
+2,562
| New | +$189K | 0.08% | 260 |
|