Beacon Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,155
| Closed | -$295K | – | 177 |
|
|
2015
Q3 | $295K | Sell |
7,155
-974
| -12% | -$40.2K | 0.05% | 153 |
|
|
2015
Q2 | $385K | Buy |
8,129
+703
| +9% | +$33.3K | 0.06% | 143 |
|
|
2015
Q1 | $347K | Buy |
7,426
+749
| +11% | +$35K | 0.05% | 162 |
|
|
2014
Q4 | $314K | Buy |
6,677
+1,906
| +40% | +$89.6K | 0.05% | 170 |
|
|
2014
Q3 | $216K | Buy |
+4,771
| New | +$216K | 0.04% | 184 |
|