BDO Wealth Advisors’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
Q2
$42.2K Buy
192
+10
+5% +$2.2K ﹤0.01% 468
2023
Q1
$34.8K Hold
182
﹤0.01% 486
2022
Q4
$34.3K Hold
182
﹤0.01% 472
2022
Q3
$31K Hold
182
﹤0.01% 484
2022
Q2
$30K Hold
182
﹤0.01% 489
2022
Q1
$32K Hold
182
﹤0.01% 506
2021
Q4
$31K Hold
182
﹤0.01% 536
2021
Q3
$27K Hold
182
﹤0.01% 548
2021
Q2
$25K Hold
182
﹤0.01% 576
2021
Q1
$23K Buy
+182
New +$23K ﹤0.01% 591
2020
Q4
Sell
-32
Closed -$3K 920
2020
Q3
$3K Buy
+32
New +$3K ﹤0.01% 606