Beaird Harris Wealth Management’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 | $24.7K | Buy |
77
+36
| +88% | +$11.5K | ﹤0.01% | 312 |
|
|
2025
Q1 | $14.2K | Hold |
41
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $11.6K | Hold |
41
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $11.5K | Sell |
41
-72
| -64% | -$20.3K | ﹤0.01% | 328 |
|
|
2024
Q2 | $29.3K | Sell |
113
-2
| -2% | -$519 | ﹤0.01% | 268 |
|
|
2024
Q1 | $28.8K | Sell |
115
-21
| -15% | -$5.25K | ﹤0.01% | 247 |
|
|
2023
Q4 | $30.6K | Buy |
136
+23
| +20% | +$5.17K | ﹤0.01% | 223 |
|
|
2023
Q3 | $25.8K | Buy |
113
+72
| +176% | +$16.4K | ﹤0.01% | 220 |
|
|
2023
Q2 | $9K | Sell |
41
-28
| -41% | -$6.15K | ﹤0.01% | 276 |
|
|
2023
Q1 | $13.2K | Sell |
69
-40
| -37% | -$7.65K | ﹤0.01% | 250 |
|
|
2022
Q4 | $20.6K | Buy |
109
+40
| +58% | +$7.54K | ﹤0.01% | 251 |
|
|
2022
Q3 | $12K | Hold |
69
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $11K | Sell |
69
-31
| -31% | -$4.94K | ﹤0.01% | 239 |
|
|
2022
Q1 | $17K | Buy |
100
+31
| +45% | +$5.27K | 0.01% | 261 |
|
|
2021
Q4 | $12K | Buy |
+69
| New | +$12K | ﹤0.01% | 379 |
|