BFA
BMS Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $833K | Sell |
3,792
-1,858
| -33% | -$408K | 0.54% | 34 |
|
|
2023
Q1 | $1.08M | Sell |
5,650
-86
| -1% | -$16.5K | 0.75% | 21 |
|
|
2022
Q4 | $1.08M | Sell |
5,736
-76
| -1% | -$14.3K | 0.72% | 21 |
|
|
2022
Q3 | $995K | Buy |
5,812
+2,464
| +74% | +$422K | 0.7% | 20 |
|
|
2022
Q2 | $546K | Buy |
3,348
+173
| +5% | +$28.2K | 0.36% | 48 |
|
|
2022
Q1 | $554K | Sell |
3,175
-484
| -13% | -$84.5K | 0.35% | 57 |
|
|
2021
Q4 | $621K | Buy |
+3,659
| New | +$621K | 0.4% | 51 |
|