Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
91
+4
| +5% | +$1.28K | ﹤0.01% | 552 |
|
|
2025
Q1 | $30.2K | Hold |
87
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $24.8K | Buy |
87
+12
| +16% | +$3.42K | ﹤0.01% | 537 |
|
|
2024
Q3 | $21.2K | Hold |
75
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $19.5K | Hold |
75
| – | – | ﹤0.01% | 534 |
|
|
2024
Q1 | $18.7K | Sell |
75
-3
| -4% | -$749 | ﹤0.01% | 530 |
|
|
2023
Q4 | $17.5K | Buy |
78
+3
| +4% | +$672 | ﹤0.01% | 530 |
|
|
2023
Q3 | $17K | Buy |
75
+1
| +1% | +$227 | ﹤0.01% | 503 |
|
|
2023
Q2 | $16.3K | Hold |
74
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $14.2K | Buy |
74
+65
| +722% | +$12.5K | ﹤0.01% | 529 |
|
|
2022
Q4 | $1.7K | Buy |
9
+4
| +80% | +$754 | ﹤0.01% | 805 |
|
|
2022
Q3 | $1K | Sell |
5
-11
| -69% | -$2.2K | ﹤0.01% | 859 |
|
|
2022
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 712 |
|