Bruce G. Allen Investments’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 | $106K | Buy |
332
+87
| +36% | +$27.9K | 0.08% | 147 |
|
|
2025
Q1 | $84.6K | Buy |
245
+57
| +30% | +$19.7K | 0.07% | 161 |
|
|
2024
Q4 | $53.4K | Buy |
188
+7
| +4% | +$1.99K | 0.04% | 242 |
|
|
2024
Q3 | $50.9K | Buy |
181
+4
| +2% | +$1.13K | 0.04% | 257 |
|
|
2024
Q2 | $45.9K | Sell |
177
-1
| -0.6% | -$259 | 0.04% | 252 |
|
|
2024
Q1 | $44.5K | Buy |
178
+5
| +3% | +$1.25K | 0.04% | 262 |
|
|
2023
Q4 | $38.9K | Buy |
+173
| New | +$38.9K | 0.04% | 278 |
|