Beacon Capital Management LLC (Tennessee)’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 | $91.4K | Buy |
286
+14
| +5% | +$4.48K | 0.01% | 227 |
|
|
2025
Q1 | $93.9K | Buy |
272
+8
| +3% | +$2.76K | 0.01% | 213 |
|
|
2024
Q4 | $74.8K | Buy |
264
+1
| +0.4% | +$283 | 0.01% | 236 |
|
|
2024
Q3 | $74K | Hold |
263
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $68.2K | Hold |
263
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $65.8K | Hold |
263
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $59.9K | Hold |
263
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $57.7K | Hold |
263
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $57.7K | Hold |
263
| – | – | 0.02% | 223 |
|
|
2023
Q1 | $50.3K | Hold |
263
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $49.6K | Hold |
263
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $43K | Hold |
263
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $46K | Hold |
263
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $46K | Buy |
+263
| New | +$46K | 0.01% | 250 |
|