CGPCS
Capital Group Private Client Services’s Arthur J. Gallagher & Co AJG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63.5M | Sell |
198,484
-4,207
| -2% | -$1.35M | 0.55% | 43 |
|
2025
Q1 | $70M | Sell |
202,691
-6,410
| -3% | -$2.21M | 0.68% | 38 |
|
2024
Q4 | $59.4M | Sell |
209,101
-4,228
| -2% | -$1.2M | 0.55% | 50 |
|
2024
Q3 | $60M | Sell |
213,329
-7,653
| -3% | -$2.15M | 0.57% | 47 |
|
2024
Q2 | $57.3M | Sell |
220,982
-10,356
| -4% | -$2.69M | 0.57% | 50 |
|
2024
Q1 | $57.8M | Sell |
231,338
-19,799
| -8% | -$4.95M | 0.59% | 50 |
|
2023
Q4 | $56.5M | Sell |
251,137
-3,971
| -2% | -$893K | 0.58% | 53 |
|
2023
Q3 | $58.1M | Sell |
255,108
-1,400
| -0.5% | -$319K | 0.71% | 40 |
|
2023
Q2 | $56.3M | Buy |
256,508
+1,037
| +0.4% | +$228K | 0.66% | 51 |
|
2023
Q1 | $48.9M | Buy |
255,471
+138,633
| +119% | +$26.5M | 0.61% | 58 |
|
2022
Q4 | $22M | Buy |
116,838
+334
| +0.3% | +$63K | 0.28% | 95 |
|
2022
Q3 | $19.9M | Buy |
116,504
+286
| +0.2% | +$49K | 0.28% | 97 |
|
2022
Q2 | $18.9M | Sell |
116,218
-942
| -0.8% | -$154K | 0.24% | 104 |
|
2022
Q1 | $20.5M | Buy |
117,160
+1,736
| +2% | +$303K | 0.22% | 107 |
|
2021
Q4 | $19.6M | Sell |
115,424
-1,667
| -1% | -$283K | 0.21% | 110 |
|
2021
Q3 | $17.4M | Buy |
+117,091
| New | +$17.4M | 0.2% | 106 |
|