Ballentine Partners’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 | $563K | Buy |
1,760
+150
| +9% | +$48K | 0.01% | 451 |
|
2025
Q1 | $556K | Buy |
1,610
+396
| +33% | +$137K | 0.01% | 416 |
|
2024
Q4 | $345K | Buy |
1,214
+49
| +4% | +$13.9K | 0.01% | 545 |
|
2024
Q3 | $328K | Buy |
1,165
+78
| +7% | +$21.9K | 0.01% | 558 |
|
2024
Q2 | $282K | Buy |
1,087
+218
| +25% | +$56.5K | 0.01% | 582 |
|
2024
Q1 | $217K | Buy |
+869
| New | +$217K | ﹤0.01% | 643 |
|