Benjamin F. Edwards & Company’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $24.4M | Sell |
94,042
-183
| -0.2% | -$47.5K | 0.43% | 66 |
|
2024
Q1 | $23.6M | Buy |
94,225
+3,988
| +4% | +$997K | 0.43% | 65 |
|
2023
Q4 | $20.3M | Buy |
90,237
+89,050
| +7,502% | +$20M | 0.41% | 72 |
|
2023
Q3 | $271K | Hold |
1,187
| – | – | 0.01% | 656 |
|
2023
Q2 | $261K | Sell |
1,187
-47
| -4% | -$10.3K | 0.01% | 653 |
|
2023
Q1 | $236K | Sell |
1,234
-26
| -2% | -$4.97K | 0.01% | 677 |
|
2022
Q4 | $238K | Buy |
1,260
+416
| +49% | +$78.6K | 0.01% | 669 |
|
2022
Q3 | $145K | Buy |
844
+261
| +45% | +$44.8K | 0.01% | 761 |
|
2022
Q2 | $95K | Sell |
583
-7
| -1% | -$1.14K | ﹤0.01% | 874 |
|
2022
Q1 | $103K | Buy |
590
+76
| +15% | +$13.3K | ﹤0.01% | 860 |
|
2021
Q4 | $87K | Sell |
514
-1
| -0.2% | -$169 | ﹤0.01% | 914 |
|
2021
Q3 | $77K | Buy |
515
+40
| +8% | +$5.98K | ﹤0.01% | 915 |
|
2021
Q2 | $67K | Sell |
475
-14
| -3% | -$1.98K | ﹤0.01% | 956 |
|
2021
Q1 | $61K | Hold |
489
| – | – | ﹤0.01% | 953 |
|
2020
Q4 | $60K | Sell |
489
-171
| -26% | -$21K | ﹤0.01% | 920 |
|
2020
Q3 | $70K | Buy |
660
+23
| +4% | +$2.44K | ﹤0.01% | 820 |
|
2020
Q2 | $62K | Hold |
637
| – | – | ﹤0.01% | 840 |
|
2020
Q1 | $52K | Sell |
637
-1,223
| -66% | -$99.8K | ﹤0.01% | 842 |
|
2019
Q4 | $177K | Buy |
1,860
+288
| +18% | +$27.4K | 0.01% | 625 |
|
2019
Q3 | $141K | Sell |
1,572
-1,723
| -52% | -$155K | 0.01% | 655 |
|
2019
Q2 | $289K | Buy |
3,295
+120
| +4% | +$10.5K | 0.02% | 457 |
|
2019
Q1 | $248K | Buy |
3,175
+1,624
| +105% | +$127K | 0.02% | 468 |
|
2018
Q4 | $114K | Buy |
1,551
+1,133
| +271% | +$83.3K | 0.01% | 625 |
|
2018
Q3 | $31K | Hold |
418
| – | – | ﹤0.01% | 987 |
|
2018
Q2 | $27K | Buy |
418
+168
| +67% | +$10.9K | ﹤0.01% | 1006 |
|
2018
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 1108 |
|
2017
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 1068 |
|
2017
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 1027 |
|
2017
Q2 | $14K | Hold |
250
| – | – | ﹤0.01% | 971 |
|
2017
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 914 |
|
2016
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 872 |
|
2016
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 776 |
|
2016
Q2 | $12K | Sell |
250
-204
| -45% | -$9.79K | ﹤0.01% | 750 |
|
2016
Q1 | $20K | Buy |
454
+204
| +82% | +$8.99K | ﹤0.01% | 670 |
|
2015
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 831 |
|