BA
Bellwether 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 | $3.84K | Sell |
12
-16,545
| -100% | -$5.3M | ﹤0.01% | 443 |
|
|
2025
Q1 | $5.72M | Buy |
16,557
+8,662
| +110% | +$2.99M | 1.19% | 19 |
|
|
2024
Q4 | $2.24M | Buy |
+7,895
| New | +$2.24M | 0.4% | 41 |
|
|
2022
Q4 | – | Sell |
-2,278
| Closed | -$390K | – | 449 |
|
|
2022
Q3 | $390K | Buy |
2,278
+2,188
| +2,431% | +$375K | 0.13% | 78 |
|
|
2022
Q2 | $14K | Sell |
90
-7
| -7% | -$1.09K | ﹤0.01% | 231 |
|
|
2022
Q1 | $16K | Sell |
97
-6,730
| -99% | -$1.11M | ﹤0.01% | 273 |
|
|
2021
Q4 | $1.16M | Buy |
6,827
+6,757
| +9,653% | +$1.15M | 0.36% | 56 |
|
|
2021
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $9K | Hold |
70
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 263 |
|