Capital Advisors Inc’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 | $323K | Sell |
1,008
-3
| -0.3% | -$961 | 0.01% | 249 |
|
|
2025
Q1 | $349K | Sell |
1,011
-6
| -0.6% | -$2.07K | 0.01% | 232 |
|
|
2024
Q4 | $289K | Sell |
1,017
-12
| -1% | -$3.41K | 0.01% | 256 |
|
|
2024
Q3 | $290K | Sell |
1,029
-20
| -2% | -$5.63K | 0.01% | 250 |
|
|
2024
Q2 | $272K | Sell |
1,049
-36
| -3% | -$9.34K | 0.01% | 262 |
|
|
2024
Q1 | $271K | Buy |
1,085
+116
| +12% | +$29K | 0.01% | 255 |
|
|
2023
Q4 | $218K | Buy |
+969
| New | +$218K | ﹤0.01% | 273 |
|