Capital Advisors Ltd’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 | $6K | Sell |
19
-9
| -32% | -$2.84K | ﹤0.01% | 876 |
|
|
2025
Q1 | $10K | Buy |
28
+9
| +47% | +$3.21K | ﹤0.01% | 760 |
|
|
2024
Q4 | $5K | Sell |
19
-2
| -10% | -$526 | ﹤0.01% | 924 |
|
|
2024
Q3 | $6K | Buy |
21
+2
| +11% | +$571 | ﹤0.01% | 869 |
|
|
2024
Q2 | $5K | Buy |
19
+8
| +73% | +$2.11K | ﹤0.01% | 897 |
|
|
2024
Q1 | $3K | Buy |
11
+3
| +38% | +$818 | ﹤0.01% | 951 |
|
|
2023
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 982 |
|
|
2023
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 987 |
|
|
2023
Q1 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 860 |
|
|
2022
Q4 | $2K | Sell |
10
-2
| -17% | -$400 | ﹤0.01% | 814 |
|
|
2022
Q3 | $2K | Sell |
12
-9
| -43% | -$1.5K | ﹤0.01% | 798 |
|
|
2022
Q2 | $3K | Buy |
21
+12
| +133% | +$1.71K | ﹤0.01% | 607 |
|
|
2022
Q1 | $2K | Buy |
9
+6
| +200% | +$1.33K | ﹤0.01% | 620 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 607 |
|