Bridges Investment Management’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 | $457K | Buy |
1,427
+3
| +0.2% | +$960 | 0.01% | 296 |
|
|
2025
Q1 | $492K | Buy |
+1,424
| New | +$492K | 0.01% | 285 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$271K | – | 219 |
|
|
2021
Q4 | $271K | Hold |
1,600
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $238K | Sell |
1,600
-200
| -11% | -$29.8K | 0.01% | 208 |
|
|
2021
Q2 | $252K | Sell |
1,800
-200
| -10% | -$28K | 0.01% | 204 |
|
|
2021
Q1 | $250K | Sell |
2,000
-2,260
| -53% | -$283K | 0.01% | 208 |
|
|
2020
Q4 | $527K | Sell |
4,260
-1,000
| -19% | -$124K | 0.02% | 166 |
|
|
2020
Q3 | $556K | Hold |
5,260
| – | – | 0.02% | 164 |
|
|
2020
Q2 | $512K | Hold |
5,260
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $429K | Hold |
5,260
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $501K | Hold |
5,260
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $471K | Sell |
5,260
-2,230
| -30% | -$200K | 0.02% | 297 |
|
|
2019
Q2 | $656K | Sell |
7,490
-250
| -3% | -$21.9K | 0.03% | 254 |
|
|
2019
Q1 | $604K | Buy |
7,740
+250
| +3% | +$19.5K | 0.02% | 242 |
|
|
2018
Q4 | $552K | Hold |
7,490
| – | – | 0.03% | 243 |
|
|
2018
Q3 | $557K | Hold |
7,490
| – | – | 0.03% | 194 |
|
|
2018
Q2 | $489K | Hold |
7,490
| – | – | 0.02% | 201 |
|
|
2018
Q1 | $515K | Buy |
7,490
+480
| +7% | +$33K | 0.02% | 194 |
|
|
2017
Q4 | $443K | Buy |
+7,010
| New | +$443K | 0.04% | 153 |
|