Atwood & Palmer’s Arthur J. Gallagher & Co AJG Stock Holding History

Atwood & Palmer’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$333K	Hold	1,040	–	–	0.02%	123
2025 Q1	$359K	Buy	1,040 +484	+87%	+$167K	0.02%	123
2024 Q4	$158K	Hold	556	–	–	0.01%	156
2024 Q3	$156K	Hold	556	–	–	0.01%	160
2024 Q2	$144K	Hold	556	–	–	0.01%	162
2024 Q1	$139K	Hold	556	–	–	0.01%	166
2023 Q4	$125K	Buy	556 +5	+0.9%	+$1.12K	0.01%	173
2023 Q3	$126K	Hold	551	–	–	0.01%	161
2023 Q2	$121K	Hold	551	–	–	0.01%	177
2023 Q1	$105K	Hold	551	–	–	0.01%	175
2022 Q4	$104K	Hold	551	–	–	0.01%	178
2022 Q3	$94K	Hold	551	–	–	0.01%	175
2022 Q2	$90K	Sell	551 -49	-8%	-$8K	0.01%	175
2022 Q1	$105K	Hold	600	–	–	0.01%	177
2021 Q4	$102K	Buy	600 +49	+9%	+$8.33K	0.01%	190
2021 Q3	$82K	Buy	551 +51	+10%	+$7.59K	0.01%	195
2021 Q2	$70K	Hold	500	–	–	0.01%	206
2021 Q1	$62K	Hold	500	–	–	0.01%	207
2020 Q4	$62K	Hold	500	–	–	0.01%	196
2020 Q3	$53K	Hold	500	–	–	0.01%	188
2020 Q2	$49K	Hold	500	–	–	0.01%	187
2020 Q1	$41K	Hold	500	–	–	0.01%	192
2019 Q4	$48K	Hold	500	–	–	0.01%	185
2019 Q3	$45K	Hold	500	–	–	0.01%	191
2019 Q2	$44K	Hold	500	–	–	0.01%	185
2019 Q1	$39K	Hold	500	–	–	0.01%	185
2018 Q4	$37K	Hold	500	–	–	0.01%	180
2018 Q3	$37K	Hold	500	–	–	﹤0.01%	194
2018 Q2	$33K	Hold	500	–	–	﹤0.01%	202
2018 Q1	$34K	Hold	500	–	–	﹤0.01%	195
2017 Q4	$32K	Hold	500	–	–	﹤0.01%	199
2017 Q3	$31K	Hold	500	–	–	﹤0.01%	202
2017 Q2	$29K	Hold	500	–	–	﹤0.01%	212
2017 Q1	$28K	Hold	500	–	–	﹤0.01%	201
2016 Q4	$26K	Hold	500	–	–	﹤0.01%	210
2016 Q3	$25K	Hold	500	–	–	﹤0.01%	211
2016 Q2	$24K	Hold	500	–	–	﹤0.01%	213
2016 Q1	$22K	Hold	500	–	–	﹤0.01%	225
2015 Q4	$20K	Hold	500	–	–	﹤0.01%	269
2015 Q3	$21K	Hold	500	–	–	﹤0.01%	265
2015 Q2	$24K	Hold	500	–	–	﹤0.01%	231
2015 Q1	$23K	Hold	500	–	–	﹤0.01%	225
2014 Q4	$24K	Hold	500	–	–	﹤0.01%	241
2014 Q3	$23K	Hold	500	–	–	﹤0.01%	251
2014 Q2	$23K	Buy	+500	New	+$23K	0.01%	227