Cabot Wealth 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 | $2.05M | Sell |
6,415
-221
| -3% | -$70.7K | 0.24% | 78 |
|
|
2025
Q1 | $2.29M | Buy |
6,636
+128
| +2% | +$44.2K | 0.29% | 74 |
|
|
2024
Q4 | $1.85M | Hold |
6,508
| – | – | 0.23% | 81 |
|
|
2024
Q3 | $1.83M | Hold |
6,508
| – | – | 0.23% | 84 |
|
|
2024
Q2 | $1.69M | Sell |
6,508
-200
| -3% | -$51.9K | 0.22% | 81 |
|
|
2024
Q1 | $1.68M | Sell |
6,708
-1,333
| -17% | -$333K | 0.22% | 83 |
|
|
2023
Q4 | $1.81M | Sell |
8,041
-179
| -2% | -$40.3K | 0.25% | 80 |
|
|
2023
Q3 | $1.87M | Hold |
8,220
| – | – | 0.29% | 79 |
|
|
2023
Q2 | $1.81M | Hold |
8,220
| – | – | 0.27% | 80 |
|
|
2023
Q1 | $1.57M | Hold |
8,220
| – | – | 0.25% | 83 |
|
|
2022
Q4 | $1.55M | Hold |
8,220
| – | – | 0.26% | 83 |
|
|
2022
Q3 | $1.41M | Hold |
8,220
| – | – | 0.24% | 80 |
|
|
2022
Q2 | $1.34M | Sell |
8,220
-280
| -3% | -$45.6K | 0.21% | 86 |
|
|
2022
Q1 | $1.48M | Sell |
8,500
-2,700
| -24% | -$471K | 0.2% | 90 |
|
|
2021
Q4 | $1.9M | Sell |
11,200
-1,647
| -13% | -$279K | 0.24% | 86 |
|
|
2021
Q3 | $1.91M | Hold |
12,847
| – | – | 0.26% | 82 |
|
|
2021
Q2 | $1.8M | Hold |
12,847
| – | – | 0.24% | 81 |
|
|
2021
Q1 | $1.6M | Buy |
12,847
+147
| +1% | +$18.3K | 0.23% | 80 |
|
|
2020
Q4 | $1.57M | Buy |
12,700
+10,000
| +370% | +$1.24M | 0.24% | 77 |
|
|
2020
Q3 | $285K | Hold |
2,700
| – | – | 0.05% | 119 |
|
|
2020
Q2 | $263K | Hold |
2,700
| – | – | 0.05% | 115 |
|
|
2020
Q1 | $220K | Hold |
2,700
| – | – | 0.05% | 111 |
|
|
2019
Q4 | $257K | Hold |
2,700
| – | – | 0.05% | 114 |
|
|
2019
Q3 | $242K | Buy |
+2,700
| New | +$242K | 0.05% | 120 |
|