Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $88.1K | Buy |
391
+274
| +234% | +$61.8K | 0.01% | 291 |
|
|
2023
Q3 | $26.7K | Buy |
117
+1
| +0.9% | +$228 | ﹤0.01% | 436 |
|
|
2023
Q2 | $25.6K | Hold |
116
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $22.3K | Hold |
116
| – | – | ﹤0.01% | 447 |
|
|
2022
Q4 | $22K | Buy |
116
+1
| +0.9% | +$190 | ﹤0.01% | 440 |
|
|
2022
Q3 | $20K | Hold |
115
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $19K | Hold |
115
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $20K | Buy |
115
+1
| +0.9% | +$174 | ﹤0.01% | 451 |
|
|
2021
Q4 | $19K | Hold |
114
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $17K | Buy |
114
+32
| +39% | +$4.77K | ﹤0.01% | 453 |
|
|
2021
Q2 | $11K | Buy |
82
+1
| +1% | +$134 | ﹤0.01% | 491 |
|
|
2021
Q1 | $10K | Hold |
81
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $10K | Hold |
81
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $9K | Sell |
81
-36
| -31% | -$4K | ﹤0.01% | 403 |
|
|
2020
Q2 | $11K | Buy |
117
+37
| +46% | +$3.48K | ﹤0.01% | 372 |
|
|
2020
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 398 |
|
|
2018
Q4 | – | Sell |
-101
| Closed | -$7K | – | 675 |
|
|
2018
Q3 | $7K | Sell |
101
-1
| -1% | -$69 | ﹤0.01% | 403 |
|
|
2018
Q2 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 403 |
|
|
2018
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 381 |
|
|
2017
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 391 |
|
|
2017
Q3 | $6K | Sell |
101
-1
| -1% | -$59 | ﹤0.01% | 386 |
|
|
2017
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 386 |
|
|
2017
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 373 |
|
|
2016
Q4 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 348 |
|