Bison Wealth’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
Q4 | – | Sell |
-4,036
| Closed | -$1.14M | – | 323 |
|
|
2024
Q3 | $1.14M | Sell |
4,036
-76
| -2% | -$21.4K | 0.18% | 124 |
|
|
2024
Q2 | $1.03M | Hold |
4,112
| – | – | 0.17% | 139 |
|
|
2024
Q1 | $1.03M | Buy |
4,112
+482
| +13% | +$121K | 0.17% | 139 |
|
|
2023
Q4 | $816K | Buy |
3,630
+907
| +33% | +$204K | 0.14% | 151 |
|
|
2023
Q3 | $621K | Buy |
2,723
+227
| +9% | +$51.7K | 0.12% | 181 |
|
|
2023
Q2 | $548K | Buy |
2,496
+116
| +5% | +$25.5K | 0.1% | 200 |
|
|
2023
Q1 | $516K | Buy |
+2,380
| New | +$516K | 0.16% | 149 |
|