Carolinas Wealth Consulting’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 | – | Sell |
-139
| Closed | -$48K | – | 30 |
|
|
2025
Q1 | $48K | Sell |
139
-233
| -63% | -$80.5K | 0.01% | 358 |
|
|
2024
Q4 | $105K | Buy |
372
+363
| +4,033% | +$103K | 0.02% | 244 |
|
|
2024
Q3 | $2.53K | Buy |
9
+5
| +125% | +$1.41K | ﹤0.01% | 773 |
|
|
2024
Q2 | $1.04K | Hold |
4
| – | – | ﹤0.01% | 907 |
|
|
2024
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 895 |
|
|
2023
Q4 | $450 | Hold |
2
| – | – | ﹤0.01% | 935 |
|
|
2023
Q3 | $471 | Hold |
2
| – | – | ﹤0.01% | 932 |
|
|
2023
Q2 | $439 | Hold |
2
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q1 | $383 | Buy |
+2
| New | +$383 | ﹤0.01% | 1026 |
|