Austin Private Wealth’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 | $453K | Buy |
1,414
+99
| +8% | +$31.7K | 0.04% | 188 |
|
|
2025
Q1 | $454K | Sell |
1,315
-847
| -39% | -$292K | 0.04% | 171 |
|
|
2024
Q4 | $614K | Buy |
2,162
+308
| +17% | +$87.4K | 0.06% | 128 |
|
|
2024
Q3 | $522K | Buy |
1,854
+28
| +2% | +$7.88K | 0.05% | 124 |
|
|
2024
Q2 | $474K | Buy |
1,826
+458
| +33% | +$119K | 0.05% | 124 |
|
|
2024
Q1 | $336K | Buy |
1,368
+192
| +16% | +$47.1K | 0.04% | 160 |
|
|
2023
Q4 | $264K | Sell |
1,176
-15
| -1% | -$3.37K | 0.03% | 171 |
|
|
2023
Q3 | $271K | Buy |
1,191
+199
| +20% | +$45.4K | 0.04% | 132 |
|
|
2023
Q2 | $218K | Buy |
+992
| New | +$218K | 0.03% | 154 |
|