Avantax Planning Partners’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 | $869K | Hold |
2,714
| – | – | 0.03% | 202 |
|
|
2025
Q1 | $937K | Sell |
2,714
-745
| -22% | -$257K | 0.03% | 188 |
|
|
2024
Q4 | $982K | Hold |
3,459
| – | – | 0.04% | 184 |
|
|
2024
Q3 | $973K | Sell |
3,459
-4
| -0.1% | -$1.13K | 0.03% | 182 |
|
|
2024
Q2 | $898K | Hold |
3,463
| – | – | 0.03% | 217 |
|
|
2024
Q1 | $866K | Buy |
+3,463
| New | +$866K | 0.03% | 217 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$6K | – | 303 |
|
|
2018
Q3 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 1008 |
|
|
2018
Q2 | – | Sell |
-104
| Closed | -$7K | – | 273 |
|
|
2018
Q1 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 1177 |
|