Capital Asset Advisory Services’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 | $558K | Sell |
1,747
-577
| -25% | -$184K | 0.03% | 161 |
|
|
2025
Q1 | $800K | Sell |
2,324
-32
| -1% | -$11K | 0.04% | 145 |
|
|
2024
Q4 | $661K | Sell |
2,356
-66
| -3% | -$18.5K | 0.03% | 166 |
|
|
2024
Q3 | $710K | Sell |
2,422
-1
| -0% | -$293 | 0.04% | 164 |
|
|
2024
Q2 | $640K | Sell |
2,423
-41
| -2% | -$10.8K | 0.03% | 168 |
|
|
2024
Q1 | $601K | Sell |
2,464
-710
| -22% | -$173K | 0.03% | 172 |
|
|
2023
Q4 | $714K | Sell |
3,174
-443
| -12% | -$99.6K | 0.04% | 160 |
|
|
2023
Q3 | $850K | Sell |
3,617
-347
| -9% | -$81.5K | 0.06% | 137 |
|
|
2023
Q2 | $848K | Buy |
3,964
+257
| +7% | +$55K | 0.06% | 141 |
|
|
2023
Q1 | $709K | Sell |
3,707
-33
| -0.9% | -$6.31K | 0.05% | 158 |
|
|
2022
Q4 | $738K | Sell |
3,740
-1,064
| -22% | -$210K | 0.06% | 157 |
|
|
2022
Q3 | $823K | Sell |
4,804
-1,088
| -18% | -$186K | 0.11% | 108 |
|
|
2022
Q2 | $961K | Buy |
5,892
+166
| +3% | +$27.1K | 0.11% | 133 |
|
|
2022
Q1 | $1M | Buy |
5,726
+466
| +9% | +$81.4K | 0.11% | 149 |
|
|
2021
Q4 | $893K | Buy |
5,260
+315
| +6% | +$53.5K | 0.09% | 157 |
|
|
2021
Q3 | $735K | Buy |
4,945
+196
| +4% | +$29.1K | 0.08% | 184 |
|
|
2021
Q2 | $665K | Buy |
4,749
+273
| +6% | +$38.2K | 0.07% | 198 |
|
|
2021
Q1 | $559K | Buy |
4,476
+524
| +13% | +$65.4K | 0.08% | 227 |
|
|
2020
Q4 | $489K | Buy |
3,952
+877
| +29% | +$109K | 0.09% | 206 |
|
|
2020
Q3 | $325K | Sell |
3,075
-191
| -6% | -$20.2K | 0.07% | 223 |
|
|
2020
Q2 | $351K | Buy |
3,266
+35
| +1% | +$3.76K | 0.08% | 227 |
|
|
2020
Q1 | $277K | Buy |
3,231
+196
| +6% | +$16.8K | 0.07% | 232 |
|
|
2019
Q4 | $326K | Buy |
+3,035
| New | +$326K | 0.08% | 252 |
|