Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $71K | Buy |
482
+164
| +52% | +$24.2K | 0.01% | 544 |
|
|
2021
Q2 | $44K | Buy |
318
+53
| +20% | +$7.33K | 0.01% | 628 |
|
|
2021
Q1 | $33K | Buy |
265
+9
| +4% | +$1.12K | 0.01% | 617 |
|
|
2020
Q4 | $31K | Hold |
256
| – | – | 0.01% | 546 |
|
|
2020
Q3 | $27K | Sell |
256
-3
| -1% | -$316 | 0.01% | 500 |
|
|
2020
Q2 | $25K | Buy |
259
+41
| +19% | +$3.96K | 0.01% | 477 |
|
|
2020
Q1 | $17K | Buy |
218
+15
| +7% | +$1.17K | 0.01% | 531 |
|
|
2019
Q4 | $19K | Buy |
203
+1
| +0.5% | +$94 | 0.01% | 542 |
|
|
2019
Q3 | $18K | Hold |
202
| – | – | 0.01% | 532 |
|
|
2019
Q2 | $17K | Hold |
202
| – | – | 0.01% | 557 |
|
|
2019
Q1 | $15K | Hold |
202
| – | – | 0.01% | 520 |
|
|
2018
Q4 | $14K | Buy |
+202
| New | +$14K | 0.01% | 445 |
|