BWP
Baldwin Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
78,717
-1,107
| -1% | -$354K | 1.71% | 16 |
|
|
2025
Q1 | $27.6M | Buy |
79,824
+155
| +0.2% | +$53.5K | 1.93% | 12 |
|
|
2024
Q4 | $22.6M | Buy |
79,669
+1,885
| +2% | +$535K | 1.56% | 16 |
|
|
2024
Q3 | $21.9M | Buy |
77,784
+3,771
| +5% | +$1.06M | 1.49% | 17 |
|
|
2024
Q2 | $19.2M | Sell |
74,013
-4,332
| -6% | -$1.12M | 1.5% | 18 |
|
|
2024
Q1 | $19.6M | Buy |
78,345
+344
| +0.4% | +$86K | 1.48% | 19 |
|
|
2023
Q4 | $17.5M | Buy |
78,001
+3,827
| +5% | +$861K | 1.38% | 21 |
|
|
2023
Q3 | $16.9M | Buy |
74,174
+262
| +0.4% | +$59.7K | 1.45% | 20 |
|
|
2023
Q2 | $16.2M | Buy |
73,912
+12,760
| +21% | +$2.8M | 1.33% | 23 |
|
|
2023
Q1 | $11.7M | Buy |
61,152
+555
| +0.9% | +$106K | 1.02% | 32 |
|
|
2022
Q4 | $11.4M | Sell |
60,597
-336
| -0.6% | -$63.3K | 1.04% | 33 |
|
|
2022
Q3 | $10.4M | Sell |
60,933
-1,610
| -3% | -$276K | 1.44% | 23 |
|
|
2022
Q2 | $10.2M | Sell |
62,543
-1,938
| -3% | -$316K | 1.32% | 25 |
|
|
2022
Q1 | $11.3M | Buy |
64,481
+825
| +1% | +$144K | 1.19% | 28 |
|
|
2021
Q4 | $10.8M | Buy |
63,656
+2,267
| +4% | +$385K | 1.08% | 32 |
|
|
2021
Q3 | $9.13M | Sell |
61,389
-989
| -2% | -$147K | 1.01% | 32 |
|
|
2021
Q2 | $8.74M | Sell |
62,378
-1,028
| -2% | -$144K | 0.95% | 33 |
|
|
2021
Q1 | $7.91M | Buy |
63,406
+17,645
| +39% | +$2.2M | 0.94% | 35 |
|
|
2020
Q4 | $5.66M | Buy |
45,761
+11,981
| +35% | +$1.48M | 0.71% | 41 |
|
|
2020
Q3 | $3.57M | Sell |
33,780
-605
| -2% | -$63.9K | 0.49% | 52 |
|
|
2020
Q2 | $3.35M | Buy |
34,385
+180
| +0.5% | +$17.5K | 0.49% | 52 |
|
|
2020
Q1 | $2.79M | Buy |
34,205
+1,075
| +3% | +$87.6K | 0.49% | 53 |
|
|
2019
Q4 | $3.16M | Buy |
33,130
+215
| +0.7% | +$20.5K | 0.44% | 56 |
|
|
2019
Q3 | $2.95M | Buy |
32,915
+5,935
| +22% | +$532K | 0.44% | 55 |
|
|
2019
Q2 | $2.36M | Buy |
26,980
+7,405
| +38% | +$649K | 0.35% | 57 |
|
|
2019
Q1 | $1.53M | Buy |
+19,575
| New | +$1.53M | 0.23% | 70 |
|