Bartlett & Co 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 | $528K | Sell |
1,650
-1
| -0.1% | -$320 | 0.01% | 324 |
|
|
2025
Q1 | $570K | Buy |
1,651
+1
| +0.1% | +$345 | 0.01% | 312 |
|
|
2024
Q4 | $468K | Hold |
1,650
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $464K | Hold |
1,650
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $428K | Sell |
1,650
-154
| -9% | -$39.9K | 0.01% | 342 |
|
|
2024
Q1 | $451K | Hold |
1,804
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $403K | Hold |
1,804
| – | – | 0.01% | 374 |
|
|
2023
Q3 | $411K | Hold |
1,804
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $396K | Hold |
1,804
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $345K | Hold |
1,804
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $340K | Hold |
1,804
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $309K | Hold |
1,804
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $294K | Hold |
1,804
| – | – | 0.01% | 327 |
|
|
2022
Q1 | $315K | Hold |
1,804
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $306K | Buy |
1,804
+125
| +7% | +$21.2K | 0.01% | 348 |
|
|
2021
Q3 | $250K | Hold |
1,679
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $235K | Sell |
1,679
-500
| -23% | -$70K | ﹤0.01% | 317 |
|
|
2021
Q1 | $272K | Hold |
2,179
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $270K | Hold |
2,179
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $230K | Hold |
2,179
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $212K | Hold |
2,179
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $178K | Buy |
2,179
+12
| +0.6% | +$978 | 0.01% | 304 |
|
|
2019
Q4 | $206K | Buy |
2,167
+13
| +0.6% | +$1.24K | 0.01% | 329 |
|
|
2019
Q3 | $193K | Buy |
2,154
+2,085
| +3,022% | +$187K | 0.01% | 334 |
|
|
2019
Q2 | $6.04K | Buy |
+69
| New | +$6.04K | ﹤0.01% | 620 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$13.1K | – | 706 |
|
|
2018
Q2 | $13.1K | Buy |
+200
| New | +$13.1K | ﹤0.01% | 576 |
|