Brendel Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,237
| Closed | -$2.05M | – | 92 |
|
|
2024
Q4 | $2.05M | Buy |
7,237
+38
| +0.5% | +$10.8K | 1.24% | 38 |
|
|
2024
Q3 | $2.03M | Sell |
7,199
-578
| -7% | -$163K | 1.15% | 40 |
|
|
2024
Q2 | $2.02M | Buy |
+7,777
| New | +$2.02M | 1.28% | 36 |
|
|
2024
Q1 | – | Sell |
-7,678
| Closed | -$1.73M | – | 59 |
|
|
2023
Q4 | $1.73M | Buy |
+7,678
| New | +$1.73M | 1.13% | 39 |
|