Baker Tilly Wealth Management’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 | $254K | Sell |
794
-8
| -1% | -$2.56K | 0.09% | 205 |
|
|
2025
Q1 | $277K | Buy |
802
+41
| +5% | +$14.2K | 0.11% | 192 |
|
|
2024
Q4 | $216K | Buy |
+761
| New | +$216K | 0.08% | 226 |
|
|
2023
Q3 | – | Sell |
-1,567
| Closed | -$344K | – | 459 |
|
|
2023
Q2 | $344K | Sell |
1,567
-8
| -0.5% | -$1.76K | 0.04% | 435 |
|
|
2023
Q1 | $301K | Buy |
+1,575
| New | +$301K | 0.03% | 448 |
|
|
2022
Q1 | – | Sell |
-4,691
| Closed | -$796K | – | 518 |
|
|
2021
Q4 | $796K | Buy |
4,691
+1,150
| +32% | +$195K | 0.09% | 257 |
|
|
2021
Q3 | $526K | Buy |
3,541
+401
| +13% | +$59.6K | 0.07% | 301 |
|
|
2021
Q2 | $440K | Sell |
3,140
-745
| -19% | -$104K | 0.07% | 305 |
|
|
2021
Q1 | $485K | Buy |
3,885
+789
| +25% | +$98.5K | 0.1% | 246 |
|
|
2020
Q4 | $383K | Buy |
+3,096
| New | +$383K | 0.12% | 192 |
|