Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Hold |
34
| – | – | ﹤0.01% | 639 |
|
|
2025
Q1 | $11.7K | Buy |
34
+2
| +6% | +$691 | ﹤0.01% | 542 |
|
|
2024
Q4 | $9.08K | Hold |
32
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $9K | Sell |
32
-6
| -16% | -$1.69K | ﹤0.01% | 665 |
|
|
2024
Q2 | $9.85K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $9.5K | Hold |
38
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $8.55K | Sell |
38
-2
| -5% | -$450 | ﹤0.01% | 623 |
|
|
2023
Q3 | $9.12K | Sell |
40
-11
| -22% | -$2.51K | ﹤0.01% | 546 |
|
|
2023
Q2 | $11.2K | Buy |
51
+3
| +6% | +$659 | ﹤0.01% | 473 |
|
|
2023
Q1 | $9.18K | Sell |
48
-3
| -6% | -$574 | ﹤0.01% | 515 |
|
|
2022
Q4 | $9.62K | Hold |
51
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $9K | Buy |
51
+6
| +13% | +$1.06K | ﹤0.01% | 434 |
|
|
2022
Q2 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 536 |
|
|
2021
Q4 | $6K | Buy |
37
+20
| +118% | +$3.24K | ﹤0.01% | 651 |
|
|
2021
Q3 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 871 |
|