Capital Fund Management (CFM)’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
Hold
0
849
2024
Q3
Hold
0
687
2024
Q2
Hold
0
641
2024
Q1
Hold
0
663
2023
Q4
Hold
0
699
2023
Q3
Sell
-11,615
Closed -$2.55M 638
2023
Q2
$2.55M Sell
11,615
-9,846
-46% -$2.16M 0.01% 385
2023
Q1
$4.11M Sell
21,461
-14,949
-41% -$2.86M 0.02% 251
2022
Q4
$6.86M Buy
+36,410
New +$6.86M 0.05% 172
2021
Q4
Sell
-18,929
Closed -$2.81M 575
2021
Q3
$2.81M Sell
18,929
-10,355
-35% -$1.54M 0.02% 257
2021
Q2
$4.1M Buy
+29,284
New +$4.1M 0.03% 217
2021
Q1
Hold
0
534
2020
Q2
Sell
-19,183
Closed -$1.56M 513
2020
Q1
$1.56M Buy
+19,183
New +$1.56M 0.02% 305
2018
Q3
Sell
-121,287
Closed -$7.92M 849
2018
Q2
$7.92M Buy
121,287
+75,500
+165% +$4.93M 0.04% 232
2018
Q1
$3.15M Buy
45,787
+28,687
+168% +$1.97M 0.02% 410
2017
Q4
$1.08M Buy
+17,100
New +$1.08M 0.01% 540
2014
Q1
Sell
-22,400
Closed -$1.05M 771
2013
Q4
$1.05M Buy
+22,400
New +$1.05M 0.01% 421