Avantax Advisory Services’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 | $8.53M | Buy |
26,655
+3,726
| +16% | +$1.19M | 0.05% | 312 |
|
|
2025
Q1 | $7.92M | Buy |
22,929
+4,636
| +25% | +$1.6M | 0.05% | 300 |
|
|
2024
Q4 | $5.19M | Buy |
18,293
+513
| +3% | +$146K | 0.03% | 391 |
|
|
2024
Q3 | $5M | Sell |
17,780
-4,051
| -19% | -$1.14M | 0.03% | 393 |
|
|
2024
Q2 | $5.66M | Buy |
21,831
+7,125
| +48% | +$1.85M | 0.04% | 334 |
|
|
2024
Q1 | $3.68M | Buy |
14,706
+228
| +2% | +$57K | 0.03% | 381 |
|
|
2023
Q4 | $3.26M | Buy |
14,478
+344
| +2% | +$77.4K | 0.03% | 380 |
|
|
2023
Q3 | $3.22M | Sell |
14,134
-485
| -3% | -$111K | 0.04% | 342 |
|
|
2023
Q2 | $3.21M | Sell |
14,619
-2,208
| -13% | -$485K | 0.04% | 340 |
|
|
2023
Q1 | $3.22M | Buy |
16,827
+2,476
| +17% | +$474K | 0.04% | 333 |
|
|
2022
Q4 | $2.71M | Buy |
14,351
+1,764
| +14% | +$333K | 0.04% | 351 |
|
|
2022
Q3 | $2.16M | Buy |
12,587
+466
| +4% | +$79.8K | 0.03% | 357 |
|
|
2022
Q2 | $1.98M | Buy |
12,121
+55
| +0.5% | +$8.97K | 0.03% | 383 |
|
|
2022
Q1 | $2.11M | Sell |
12,066
-72
| -0.6% | -$12.6K | 0.03% | 367 |
|
|
2021
Q4 | $2.06M | Sell |
12,138
-8
| -0.1% | -$1.36K | 0.03% | 364 |
|
|
2021
Q3 | $1.81M | Sell |
12,146
-361
| -3% | -$53.6K | 0.03% | 359 |
|
|
2021
Q2 | $1.76M | Buy |
12,507
+7
| +0.1% | +$983 | 0.03% | 360 |
|
|
2021
Q1 | $1.56M | Sell |
12,500
-15
| -0.1% | -$1.87K | 0.03% | 342 |
|
|
2020
Q4 | $1.55M | Sell |
12,515
-3,252
| -21% | -$403K | 0.04% | 311 |
|
|
2020
Q3 | $1.67M | Buy |
15,767
+1,617
| +11% | +$171K | 0.03% | 402 |
|
|
2020
Q2 | $1.38M | Buy |
14,150
+1,747
| +14% | +$170K | 0.04% | 286 |
|
|
2020
Q1 | $1.01M | Sell |
12,403
-26
| -0.2% | -$2.11K | 0.03% | 302 |
|
|
2019
Q4 | $1.18M | Buy |
+12,429
| New | +$1.18M | 0.03% | 303 |
|