Carret Asset 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 | $312K | Hold |
975
| – | – | 0.03% | 236 |
|
|
2025
Q1 | $337K | Hold |
975
| – | – | 0.04% | 222 |
|
|
2024
Q4 | $277K | Hold |
975
| – | – | 0.03% | 238 |
|
|
2024
Q3 | $274K | Hold |
975
| – | – | 0.03% | 240 |
|
|
2024
Q2 | $253K | Hold |
975
| – | – | 0.03% | 240 |
|
|
2024
Q1 | $244K | Hold |
975
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $219K | Hold |
975
| – | – | 0.03% | 248 |
|
|
2023
Q3 | $222K | Hold |
975
| – | – | 0.03% | 241 |
|
|
2023
Q2 | $214K | Buy |
+975
| New | +$214K | 0.03% | 247 |
|