B. Riley Wealth Advisors’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 | $1.16M | Buy |
+3,622
| New | +$1.16M | 0.05% | 311 |
|
|
2024
Q4 | $2.69M | Sell |
9,466
-1,609
| -15% | -$457K | 0.09% | 229 |
|
|
2024
Q3 | $3.12M | Sell |
11,075
-385
| -3% | -$109K | 0.09% | 224 |
|
|
2024
Q2 | $2.97M | Sell |
11,460
-977
| -8% | -$253K | 0.08% | 248 |
|
|
2024
Q1 | $2.83M | Buy |
12,437
+1,773
| +17% | +$404K | 0.08% | 250 |
|
|
2023
Q4 | $2.4M | Sell |
10,664
-1,773
| -14% | -$399K | 0.06% | 315 |
|
|
2023
Q3 | $2.83M | Buy |
12,437
+2,421
| +24% | +$552K | 0.08% | 250 |
|
|
2023
Q2 | $2.2M | Buy |
10,016
+60
| +0.6% | +$13.2K | 0.05% | 352 |
|
|
2023
Q1 | $1.9M | Buy |
9,956
+1,154
| +13% | +$221K | 0.05% | 354 |
|
|
2022
Q4 | $1.66M | Buy |
8,802
+56
| +0.6% | +$10.6K | 0.05% | 387 |
|
|
2022
Q3 | $1.5M | Buy |
8,746
+6,409
| +274% | +$1.1M | 0.05% | 379 |
|
|
2022
Q2 | $382K | Sell |
2,337
-10
| -0.4% | -$1.64K | 0.02% | 768 |
|
|
2022
Q1 | $411K | Sell |
2,347
-4,099
| -64% | -$718K | 0.01% | 855 |
|
|
2021
Q4 | $1.09M | Buy |
6,446
+139
| +2% | +$23.6K | 0.03% | 501 |
|
|
2021
Q3 | $937K | Buy |
6,307
+1,555
| +33% | +$231K | 0.03% | 539 |
|
|
2021
Q2 | $665K | Buy |
4,752
+294
| +7% | +$41.1K | 0.02% | 656 |
|
|
2021
Q1 | $557K | Sell |
4,458
-29
| -0.6% | -$3.62K | 0.02% | 682 |
|
|
2020
Q4 | $557K | Sell |
4,487
-2,858
| -39% | -$355K | 0.03% | 505 |
|
|
2020
Q3 | $772K | Sell |
7,345
-3,082
| -30% | -$324K | 0.04% | 385 |
|
|
2020
Q2 | $1.02M | Sell |
10,427
-153
| -1% | -$14.9K | 0.07% | 275 |
|
|
2020
Q1 | $863K | Buy |
10,580
+930
| +10% | +$75.9K | 0.07% | 261 |
|
|
2019
Q4 | $920K | Buy |
9,650
+2,474
| +34% | +$236K | 0.08% | 254 |
|
|
2019
Q3 | $644K | Buy |
7,176
+1,480
| +26% | +$133K | 0.06% | 326 |
|
|
2019
Q2 | $499K | Buy |
5,696
+1,095
| +24% | +$95.9K | 0.05% | 377 |
|
|
2019
Q1 | $360K | Sell |
4,601
-38
| -0.8% | -$2.97K | 0.05% | 434 |
|
|
2018
Q4 | $343K | Sell |
4,639
-33
| -0.7% | -$2.44K | 0.05% | 399 |
|
|
2018
Q3 | $349K | Buy |
4,672
+46
| +1% | +$3.44K | 0.04% | 447 |
|
|
2018
Q2 | $303K | Sell |
4,626
-56
| -1% | -$3.67K | 0.04% | 462 |
|
|
2018
Q1 | $322K | Sell |
4,682
-155
| -3% | -$10.7K | 0.05% | 431 |
|
|
2017
Q4 | $307K | Sell |
4,837
-32
| -0.7% | -$2.03K | 0.04% | 435 |
|
|
2017
Q3 | $301K | Sell |
4,869
-12
| -0.2% | -$742 | 0.05% | 373 |
|
|
2017
Q2 | $280K | Buy |
4,881
+33
| +0.7% | +$1.89K | 0.05% | 385 |
|
|
2017
Q1 | $275K | Buy |
4,848
+585
| +14% | +$33.2K | 0.05% | 374 |
|
|
2016
Q4 | $223K | Buy |
4,263
+197
| +5% | +$10.3K | 0.05% | 427 |
|
|
2016
Q3 | $208K | Sell |
4,066
-823
| -17% | -$42.1K | 0.04% | 524 |
|
|
2016
Q2 | $234K | Hold |
4,889
| – | – | 0.05% | 487 |
|
|
2016
Q1 | $217K | Buy |
+4,889
| New | +$217K | 0.05% | 449 |
|
|
2015
Q1 | – | Sell |
-511
| Closed | -$24 | – | 618 |
|
|
2014
Q4 | $24 | Buy |
+511
| New | +$24 | ﹤0.01% | 2455 |
|
|
2014
Q3 | – | Sell |
-533
| Closed | -$24.8K | – | 697 |
|
|
2014
Q2 | $24.8K | Buy |
+533
| New | +$24.8K | 0.01% | 1373 |
|
|
2013
Q4 | – | Sell |
-7,047
| Closed | -$308K | – | 677 |
|
|
2013
Q3 | $308K | Buy |
+7,047
| New | +$308K | 0.11% | 217 |
|