AWM
Avior Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-817
| Closed | -$282K | – | 689 |
|
|
2025
Q1 | $282K | Sell |
817
-183
| -18% | -$63.2K | 0.01% | 565 |
|
|
2024
Q4 | $284K | Hold |
1,000
| – | – | 0.01% | 601 |
|
|
2024
Q3 | $281K | Sell |
1,000
-35
| -3% | -$9.85K | 0.01% | 608 |
|
|
2024
Q2 | $269K | Sell |
1,035
-246
| -19% | -$63.9K | 0.01% | 594 |
|
|
2024
Q1 | $320K | Buy |
1,281
+1,162
| +976% | +$291K | 0.01% | 564 |
|
|
2023
Q4 | $26.8K | Buy |
119
+5
| +4% | +$1.12K | ﹤0.01% | 836 |
|
|
2023
Q3 | $26K | Hold |
114
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $25K | Sell |
114
-29
| -20% | -$6.37K | ﹤0.01% | 898 |
|
|
2023
Q1 | $27.4K | Buy |
+143
| New | +$27.4K | ﹤0.01% | 896 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 1050 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1091 |
|
|
2021
Q1 | – | Sell |
-3,777
| Closed | -$467K | – | 999 |
|
|
2020
Q4 | $467K | Sell |
3,777
-1,103
| -23% | -$136K | 0.06% | 286 |
|
|
2020
Q3 | $515K | Sell |
4,880
-270
| -5% | -$28.5K | 0.07% | 229 |
|
|
2020
Q2 | $502K | Sell |
5,150
-180
| -3% | -$17.5K | 0.08% | 234 |
|
|
2020
Q1 | $434K | Sell |
5,330
-11
| -0.2% | -$896 | 0.09% | 218 |
|
|
2019
Q4 | $508K | Hold |
5,341
| – | – | 0.08% | 222 |
|
|
2019
Q3 | $477K | Sell |
5,341
-503
| -9% | -$44.9K | 0.08% | 227 |
|
|
2019
Q2 | $512K | Buy |
5,844
+34
| +0.6% | +$2.98K | 0.09% | 205 |
|
|
2019
Q1 | $453K | Buy |
5,810
+1,210
| +26% | +$94.3K | 0.1% | 213 |
|
|
2018
Q4 | $339K | Buy |
4,600
+70
| +2% | +$5.16K | 0.08% | 226 |
|
|
2018
Q3 | $337K | Hold |
4,530
| – | – | 0.07% | 241 |
|
|
2018
Q2 | $296K | Buy |
4,530
+1,050
| +30% | +$68.6K | 0.07% | 249 |
|
|
2018
Q1 | $239K | Sell |
3,480
-710
| -17% | -$48.8K | 0.06% | 272 |
|
|
2017
Q4 | $265K | Buy |
+4,190
| New | +$265K | 0.06% | 267 |
|