Avestar Capital’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 | $1.06M | Buy |
3,308
+2,483
| +301% | +$795K | 0.07% | 177 |
|
|
2025
Q1 | $285K | Sell |
825
-291
| -26% | -$100K | 0.02% | 344 |
|
|
2024
Q4 | $317K | Buy |
1,116
+80
| +8% | +$22.7K | 0.03% | 343 |
|
|
2024
Q3 | $291K | Buy |
1,036
+57
| +6% | +$16K | 0.03% | 327 |
|
|
2024
Q2 | $254K | Buy |
979
+126
| +15% | +$32.7K | 0.03% | 342 |
|
|
2024
Q1 | $213K | Buy |
+853
| New | +$213K | 0.02% | 380 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$12K | – | 183 |
|
|
2019
Q2 | $12K | Buy |
150
+4
| +3% | +$320 | 0.01% | 470 |
|
|
2019
Q1 | $10K | Hold |
146
| – | – | 0.01% | 472 |
|
|
2018
Q4 | $9K | Hold |
146
| – | – | 0.01% | 448 |
|
|
2018
Q3 | $9K | Hold |
146
| – | – | 0.01% | 475 |
|
|
2018
Q2 | $8K | Hold |
146
| – | – | 0.01% | 490 |
|
|
2018
Q1 | $8K | Sell |
146
-18
| -11% | -$986 | 0.01% | 457 |
|
|
2017
Q4 | $9K | Buy |
+164
| New | +$9K | 0.01% | 455 |
|