Avion 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 | $9K | Buy |
29
+8
| +38% | +$2.48K | ﹤0.01% | 487 |
|
|
2025
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 521 |
|
|
2024
Q4 | $5K | Buy |
21
+5
| +31% | +$1.19K | ﹤0.01% | 520 |
|
|
2024
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $4K | Buy |
16
+2
| +14% | +$500 | ﹤0.01% | 488 |
|
|
2024
Q1 | $4K | Buy |
14
+5
| +56% | +$1.43K | ﹤0.01% | 482 |
|
|
2023
Q4 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 521 |
|
|
2023
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $2K | Buy |
13
+8
| +160% | +$1.23K | ﹤0.01% | 450 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 516 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$2K | – | 293 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 238 |
|
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 259 |
|