Bristlecone Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
67,794
-500
| -0.7% | -$160K | 1.82% | 13 |
|
|
2025
Q1 | $23.6M | Sell |
68,294
-500
| -0.7% | -$173K | 1.93% | 13 |
|
|
2024
Q4 | $19.5M | Sell |
68,794
-427
| -0.6% | -$121K | 1.53% | 15 |
|
|
2024
Q3 | $19.5M | Buy |
69,221
+4,688
| +7% | +$1.32M | 1.56% | 15 |
|
|
2024
Q2 | $16.7M | Sell |
64,533
-360
| -0.6% | -$93.4K | 1.43% | 16 |
|
|
2024
Q1 | $16.2M | Sell |
64,893
-218
| -0.3% | -$54.5K | 1.43% | 16 |
|
|
2023
Q4 | $14.6M | Sell |
65,111
-776
| -1% | -$175K | 1.48% | 15 |
|
|
2023
Q3 | $15M | Sell |
65,887
-73
| -0.1% | -$16.6K | 1.69% | 13 |
|
|
2023
Q2 | $14.5M | Hold |
65,960
| – | – | 1.46% | 14 |
|
|
2023
Q1 | $12.6M | Hold |
65,960
| – | – | 1.38% | 15 |
|
|
2022
Q4 | $12.4M | Buy |
+65,960
| New | +$12.4M | 1.52% | 17 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$92K | – | 152 |
|
|
2017
Q3 | $92K | Buy |
+1,500
| New | +$92K | 0.03% | 173 |
|