Carderock Capital Management’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 | $336K | Sell |
1,050
-50
| -5% | -$16K | 0.09% | 64 |
|
|
2025
Q1 | $380K | Sell |
1,100
-100
| -8% | -$34.5K | 0.1% | 60 |
|
|
2024
Q4 | $341K | Hold |
1,200
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $338K | Hold |
1,200
| – | – | 0.08% | 63 |
|
|
2024
Q2 | $311K | Hold |
1,200
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $300K | Buy |
+1,200
| New | +$300K | 0.08% | 58 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$38.3K | – | 62 |
|
|
2023
Q1 | $38.3K | Buy |
+200
| New | +$38.3K | 0.01% | 106 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$30K | – | 81 |
|
|
2021
Q3 | $30K | Buy |
+200
| New | +$30K | 0.01% | 120 |
|
|
2016
Q1 | – | Sell |
-22,985
| Closed | -$941K | – | 72 |
|
|
2015
Q4 | $941K | Sell |
22,985
-1,216
| -5% | -$49.8K | 0.49% | 57 |
|
|
2015
Q3 | $999K | Sell |
24,201
-9
| -0% | -$372 | 0.56% | 51 |
|
|
2015
Q2 | $1.15M | Sell |
24,210
-542
| -2% | -$25.6K | 0.57% | 53 |
|
|
2015
Q1 | $1.16M | Sell |
24,752
-4,088
| -14% | -$191K | 0.56% | 52 |
|
|
2014
Q4 | $1.36M | Sell |
28,840
-645
| -2% | -$30.4K | 0.67% | 48 |
|
|
2014
Q3 | $1.34M | Sell |
29,485
-23,105
| -44% | -$1.05M | 0.69% | 48 |
|
|
2014
Q2 | $2.45M | Sell |
52,590
-1,009
| -2% | -$47K | 1.28% | 33 |
|
|
2014
Q1 | $2.55M | Sell |
53,599
-191
| -0.4% | -$9.09K | 1.3% | 30 |
|
|
2013
Q4 | $2.52M | Sell |
53,790
-403
| -0.7% | -$18.9K | 1.32% | 30 |
|
|
2013
Q3 | $2.37M | Buy |
54,193
+107
| +0.2% | +$4.67K | 1.37% | 30 |
|
|
2013
Q2 | $2.36M | Buy |
+54,086
| New | +$2.36M | 1.4% | 31 |
|