Ballew Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.77M | Buy |
14,915
+10
| +0.1% | +$2.12K | 1.95% | 9 |
|
|
2026
Q1 | $3.26M | Buy |
14,905
+10
| +0.1% | +$2.31K | 1.84% | 8 |
|
|
2025
Q4 | $3.83M | Sell |
14,895
-119
| -0.8% | -$31.5K | 2.16% | 7 |
|
|
2025
Q3 | $4.56M | Sell |
15,014
-1,741
| -10% | -$525K | 2.55% | 8 |
|
|
2025
Q2 | $5.33M | Sell |
16,755
-1,036
| -6% | -$342K | 3.16% | 6 |
|
|
2025
Q1 | $5.94M | Sell |
17,791
-2,991
| -14% | -$945K | 3.99% | 5 |
|
|
2024
Q4 | $5.94M | Buy |
20,782
+849
| +4% | +$247K | 3.79% | 4 |
|
|
2024
Q3 | $5.88M | Sell |
19,933
-1,805
| -8% | -$509K | 3.95% | 4 |
|
|
2024
Q2 | $5.88M | Buy |
21,738
+999
| +5% | +$248K | 3.89% | 5 |
|
|
2024
Q1 | $4.98M | Buy |
20,739
+18
| +0.1% | +$4.33K | 3.43% | 6 |
|
|
2023
Q4 | $4.84M | Sell |
20,721
-556
| -3% | -$132K | 3.64% | 5 |
|
|
2023
Q3 | $4.88M | Sell |
21,277
-978
| -4% | -$219K | 4.02% | 3 |
|
|
2023
Q2 | $4.81M | Hold |
22,255
| – | – | 3.48% | 5 |
|
|
2023
Q1 | $4.69M | Sell |
22,255
-1,399
| -6% | -$265K | 3.42% | 4 |
|
|
2022
Q4 | $4.61M | Buy |
23,654
+26
| +0.1% | +$4.86K | 3.53% | 5 |
|
|
2022
Q3 | $4.17M | Buy |
23,628
+28
| +0.1% | +$4.97K | 3.74% | 5 |
|
|
2022
Q2 | $3.84M | Sell |
23,600
-7,437
| -24% | -$1.23M | 3.51% | 6 |
|
|
2022
Q1 | $5.62M | Sell |
31,037
-3,031
| -9% | -$483K | 4.29% | 3 |
|
|
2021
Q4 | $5.37M | Buy |
34,068
+24,068
| +241% | +$3.93M | 3.74% | 4 |
|
|
2021
Q3 | $1.56M | Hold |
10,000
| – | – | 1.14% | 22 |
|
|
2021
Q2 | $1.39M | Sell |
10,000
-10,000
| -50% | -$1.41M | 0.97% | 23 |
|
|
2021
Q1 | $2.53M | Buy |
20,000
+10,000
| +100% | +$1.21M | 0.93% | 26 |
|
|
2020
Q4 | $1.19M | Hold |
10,000
| – | – | 0.91% | 26 |
|
|
2020
Q3 | $1.07M | Hold |
10,000
| – | – | 0.91% | 28 |
|
|
2020
Q2 | $977K | Hold |
10,000
| – | – | 0.96% | 23 |
|
|
2020
Q1 | $815K | Buy |
+10,000
| New | +$958K | 0.92% | 25 |
|
Other funds holding AJG
FAM
ORIO
FFM
PAS
AIP
CNB
BWP
