Belpointe Asset 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 | – | Sell |
-1,744
| Closed | -$602K | – | 938 |
|
|
2025
Q1 | $602K | Buy |
+1,744
| New | +$602K | 0.03% | 506 |
|
|
2023
Q2 | – | Sell |
-2,628
| Closed | -$503K | – | 683 |
|
|
2023
Q1 | $503K | Buy |
2,628
+188
| +8% | +$36K | 0.03% | 569 |
|
|
2022
Q4 | $460K | Buy |
2,440
+48
| +2% | +$9.05K | 0.03% | 573 |
|
|
2022
Q3 | $410K | Buy |
2,392
+297
| +14% | +$50.9K | 0.03% | 582 |
|
|
2022
Q2 | $342K | Sell |
2,095
-265
| -11% | -$43.3K | 0.02% | 630 |
|
|
2022
Q1 | $412K | Buy |
2,360
+23
| +1% | +$4.02K | 0.03% | 603 |
|
|
2021
Q4 | $396K | Sell |
2,337
-13
| -0.6% | -$2.2K | 0.02% | 599 |
|
|
2021
Q3 | $350K | Sell |
2,350
-54
| -2% | -$8.04K | 0.02% | 630 |
|
|
2021
Q2 | $337K | Sell |
2,404
-45
| -2% | -$6.31K | 0.02% | 636 |
|
|
2021
Q1 | $305K | Buy |
2,449
+235
| +11% | +$29.3K | 0.03% | 595 |
|
|
2020
Q4 | $273K | Buy |
2,214
+96
| +5% | +$11.8K | 0.02% | 594 |
|
|
2020
Q3 | $224K | Sell |
2,118
-38
| -2% | -$4.02K | 0.02% | 520 |
|
|
2020
Q2 | $210K | Buy |
2,156
+303
| +16% | +$29.5K | 0.03% | 512 |
|
|
2020
Q1 | $151K | Sell |
1,853
-1,956
| -51% | -$159K | 0.03% | 493 |
|
|
2019
Q4 | $363K | Buy |
3,809
+814
| +27% | +$77.6K | 0.05% | 396 |
|
|
2019
Q3 | $268K | Sell |
2,995
-100
| -3% | -$8.95K | 0.04% | 412 |
|
|
2019
Q2 | $271K | Buy |
3,095
+167
| +6% | +$14.6K | 0.05% | 346 |
|
|
2019
Q1 | $229K | Buy |
2,928
+332
| +13% | +$26K | 0.04% | 286 |
|
|
2018
Q4 | $191K | Sell |
2,596
-756
| -23% | -$55.6K | 0.05% | 349 |
|
|
2018
Q3 | $250K | Buy |
+3,352
| New | +$250K | 0.04% | 402 |
|