BBA
Braun-Bostich & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-756
| Closed | -$215K | – | 113 |
|
|
2024
Q4 | $215K | Sell |
756
-44
| -6% | -$12.5K | 0.15% | 103 |
|
|
2024
Q3 | $225K | Sell |
800
-5
| -0.6% | -$1.41K | 0.16% | 104 |
|
|
2024
Q2 | $209K | Sell |
805
-359
| -31% | -$93.1K | 0.16% | 104 |
|
|
2024
Q1 | $291K | Sell |
1,164
-319
| -22% | -$79.8K | 0.24% | 96 |
|
|
2023
Q4 | $333K | Buy |
+1,483
| New | +$333K | 0.3% | 83 |
|
|
2020
Q3 | – | Sell |
-112
| Closed | -$11K | – | 217 |
|
|
2020
Q2 | $11K | Hold |
112
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $9K | Hold |
112
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $11K | Buy |
+112
| New | +$11K | 0.01% | 226 |
|
|
2019
Q3 | – | Sell |
-606
| Closed | -$53K | – | 91 |
|
|
2019
Q2 | $53K | Sell |
606
-877
| -59% | -$76.7K | 0.06% | 189 |
|
|
2019
Q1 | $116K | Sell |
1,483
-421
| -22% | -$32.9K | 0.12% | 151 |
|
|
2018
Q4 | $140K | Hold |
1,904
| – | – | 0.15% | 115 |
|
|
2018
Q3 | $142K | Buy |
1,904
+131
| +7% | +$9.77K | 0.14% | 115 |
|
|
2018
Q2 | $116K | Buy |
1,773
+1,491
| +529% | +$97.6K | 0.12% | 119 |
|
|
2018
Q1 | $19K | Buy |
282
+111
| +65% | +$7.48K | 0.02% | 221 |
|
|
2017
Q4 | $11K | Buy |
+171
| New | +$11K | 0.01% | 239 |
|