Bank Julius Baer & Co’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 | $182M | Buy |
567,540
+44,940
| +9% | +$14.4M | 0.54% | 54 |
|
|
2025
Q1 | $197M | Sell |
522,600
-11,161
| -2% | -$4.2M | 0.64% | 42 |
|
|
2024
Q4 | $163M | Buy |
533,761
+46,130
| +9% | +$14.1M | 0.5% | 48 |
|
|
2024
Q3 | $156M | Sell |
487,631
-23,115
| -5% | -$7.37M | 0.52% | 47 |
|
|
2024
Q2 | $144M | Sell |
510,746
-6,204
| -1% | -$1.74M | 0.55% | 45 |
|
|
2024
Q1 | $129M | Buy |
516,950
+38,718
| +8% | +$9.65M | 0.49% | 54 |
|
|
2023
Q4 | $108M | Buy |
478,232
+120,258
| +34% | +$27M | 0.45% | 65 |
|
|
2023
Q3 | $81.6M | Buy |
357,974
+356,987
| +36,169% | +$81.4M | 0.48% | 55 |
|
|
2023
Q2 | $217K | Sell |
987
-1,531
| -61% | -$337K | ﹤0.01% | 400 |
|
|
2023
Q1 | $482K | Sell |
2,518
-89
| -3% | -$17K | ﹤0.01% | 350 |
|
|
2022
Q4 | $492K | Buy |
2,607
+48
| +2% | +$9.06K | ﹤0.01% | 340 |
|
|
2022
Q3 | $438K | Buy |
2,559
+1,748
| +216% | +$299K | ﹤0.01% | 341 |
|
|
2022
Q2 | $132K | Buy |
811
+460
| +131% | +$74.9K | ﹤0.01% | 458 |
|
|
2022
Q1 | $61K | Hold |
351
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $60K | Buy |
+351
| New | +$60K | ﹤0.01% | 644 |
|