Beacon Pointe Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9M | Sell |
140,121
-280
| -0.2% | -$89.6K | 0.47% | 40 |
|
|
2025
Q1 | $48.5M | Buy |
140,401
+127
| +0.1% | +$43.8K | 0.54% | 38 |
|
|
2024
Q4 | $39.8M | Buy |
140,274
+138,121
| +6,415% | +$39.2M | 0.44% | 43 |
|
|
2024
Q3 | $606K | Sell |
2,153
-822
| -28% | -$231K | 0.01% | 779 |
|
|
2024
Q2 | $771K | Sell |
2,975
-126,629
| -98% | -$32.8M | 0.01% | 712 |
|
|
2024
Q1 | $32.4M | Sell |
129,604
-543
| -0.4% | -$136K | 0.36% | 56 |
|
|
2023
Q4 | $29.3M | Sell |
130,147
-912
| -0.7% | -$205K | 0.35% | 58 |
|
|
2023
Q3 | $29.9M | Buy |
131,059
+128,219
| +4,515% | +$29.2M | 0.37% | 56 |
|
|
2023
Q2 | $624K | Sell |
2,840
-137
| -5% | -$30.1K | 0.01% | 647 |
|
|
2023
Q1 | $569K | Buy |
2,977
+610
| +26% | +$117K | 0.01% | 721 |
|
|
2022
Q4 | $446K | Buy |
2,367
+455
| +24% | +$85.8K | 0.01% | 734 |
|
|
2022
Q3 | $332K | Buy |
1,912
+49
| +3% | +$8.51K | 0.01% | 769 |
|
|
2022
Q2 | $301K | Sell |
1,863
-664
| -26% | -$107K | 0.01% | 820 |
|
|
2022
Q1 | $441K | Buy |
2,527
+1,115
| +79% | +$195K | 0.01% | 837 |
|
|
2021
Q4 | $240K | Sell |
1,412
-811
| -36% | -$138K | 0.01% | 815 |
|
|
2021
Q3 | $331K | Buy |
2,223
+217
| +11% | +$32.3K | 0.01% | 667 |
|
|
2021
Q2 | $281K | Buy |
+2,006
| New | +$281K | 0.01% | 680 |
|