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 |
|