Capital Analysts LLC’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 | $15K | Hold |
47
| – | – | ﹤0.01% | 1070 |
|
|
2025
Q1 | $16K | Buy |
47
+20
| +74% | +$6.81K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $8K | Sell |
27
-28
| -51% | -$8.3K | ﹤0.01% | 1088 |
|
|
2024
Q3 | $15K | Buy |
55
+27
| +96% | +$7.36K | ﹤0.01% | 949 |
|
|
2024
Q2 | $7K | Sell |
28
-22
| -44% | -$5.5K | ﹤0.01% | 996 |
|
|
2024
Q1 | $13K | Buy |
50
+3
| +6% | +$780 | ﹤0.01% | 887 |
|
|
2023
Q4 | $10K | Buy |
47
+37
| +370% | +$7.87K | ﹤0.01% | 897 |
|
|
2023
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1042 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$6K | – | 1055 |
|
|
2022
Q3 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 860 |
|
|
2022
Q1 | – | Sell |
-861
| Closed | -$146K | – | 933 |
|
|
2021
Q4 | $146K | Buy |
861
+397
| +86% | +$67.3K | 0.01% | 383 |
|
|
2021
Q3 | $69K | Sell |
464
-12
| -3% | -$1.78K | ﹤0.01% | 530 |
|
|
2021
Q2 | $67K | Buy |
476
+464
| +3,867% | +$65.3K | ﹤0.01% | 521 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 995 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 709 |
|