BEI
Benjamin Edwards Inc’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2M | Buy |
125,455
+3,993
| +3% | +$1.28M | 0.51% | 57 |
|
|
2025
Q1 | $41.9M | Buy |
121,462
+19,159
| +19% | +$6.61M | 0.59% | 51 |
|
|
2024
Q4 | $29M | Buy |
102,303
+1,131
| +1% | +$321K | 0.42% | 65 |
|
|
2024
Q3 | $28.5M | Buy |
101,172
+94,795
| +1,487% | +$26.7M | 0.41% | 66 |
|
|
2024
Q2 | $1.65M | Sell |
6,377
-79
| -1% | -$20.5K | 0.32% | 82 |
|
|
2024
Q1 | $1.61M | Sell |
6,456
-1,557
| -19% | -$389K | 0.32% | 85 |
|
|
2023
Q4 | $1.8M | Sell |
8,013
-1,137
| -12% | -$256K | 0.39% | 71 |
|
|
2023
Q3 | $2.09M | Sell |
9,150
-620
| -6% | -$141K | 0.49% | 58 |
|
|
2023
Q2 | $2.15M | Sell |
9,770
-318
| -3% | -$69.8K | 0.5% | 61 |
|
|
2023
Q1 | $1.93M | Buy |
10,088
+129
| +1% | +$24.7K | 0.47% | 62 |
|
|
2022
Q4 | $1.88M | Sell |
9,959
-1,136
| -10% | -$214K | 0.49% | 57 |
|
|
2022
Q3 | $1.9M | Buy |
11,095
+21
| +0.2% | +$3.6K | 0.57% | 49 |
|
|
2022
Q2 | $1.81M | Buy |
11,074
+426
| +4% | +$69.5K | 0.53% | 52 |
|
|
2022
Q1 | $1.86M | Buy |
10,648
+277
| +3% | +$48.4K | 0.54% | 48 |
|
|
2021
Q4 | $1.76M | Buy |
10,371
+2,207
| +27% | +$375K | 0.57% | 45 |
|
|
2021
Q3 | $1.21M | Buy |
8,164
+648
| +9% | +$96.4K | 0.74% | 34 |
|
|
2021
Q2 | $1.05M | Sell |
7,516
-2,720
| -27% | -$381K | 0.72% | 42 |
|
|
2021
Q1 | $1.28M | Buy |
10,236
+36
| +0.4% | +$4.49K | 0.97% | 22 |
|
|
2020
Q4 | $1.26M | Buy |
10,200
+603
| +6% | +$74.6K | 0.98% | 21 |
|
|
2020
Q3 | $1.01M | Sell |
9,597
-321
| -3% | -$33.9K | 0.84% | 41 |
|
|
2020
Q2 | $967K | Buy |
9,918
+347
| +4% | +$33.8K | 0.81% | 40 |
|
|
2020
Q1 | $780K | Buy |
9,571
+7,852
| +457% | +$640K | 0.81% | 33 |
|
|
2019
Q4 | $164K | Buy |
1,719
+82
| +5% | +$7.82K | 0.33% | 69 |
|
|
2019
Q3 | $147K | Buy |
1,637
+150
| +10% | +$13.5K | 0.32% | 67 |
|
|
2019
Q2 | $130K | Buy |
1,487
+274
| +23% | +$24K | 0.31% | 71 |
|
|
2019
Q1 | $95K | Buy |
+1,213
| New | +$95K | 0.45% | 70 |
|