Carson Wealth (CWM LLC)’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
24,982
-312
| -1% | -$99.9K | 0.03% | 446 |
|
|
2025
Q1 | $8.73M | Buy |
25,294
+1,784
| +8% | +$616K | 0.03% | 377 |
|
|
2024
Q4 | $6.67M | Sell |
23,510
-171
| -0.7% | -$48.5K | 0.03% | 412 |
|
|
2024
Q3 | $6.66M | Buy |
23,681
+1,857
| +9% | +$522K | 0.03% | 389 |
|
|
2024
Q2 | $5.66M | Sell |
21,824
-192
| -0.9% | -$49.8K | 0.03% | 393 |
|
|
2024
Q1 | $5.51M | Sell |
22,016
-978
| -4% | -$245K | 0.03% | 400 |
|
|
2023
Q4 | $5.17M | Sell |
22,994
-6,831
| -23% | -$1.54M | 0.03% | 391 |
|
|
2023
Q3 | $6.8M | Buy |
29,825
+2,471
| +9% | +$563K | 0.04% | 306 |
|
|
2023
Q2 | $6.01M | Buy |
27,354
+1,416
| +5% | +$311K | 0.04% | 315 |
|
|
2023
Q1 | $4.96M | Buy |
25,938
+22
| +0.1% | +$4.21K | 0.03% | 319 |
|
|
2022
Q4 | $4.89M | Buy |
25,916
+35
| +0.1% | +$6.6K | 0.04% | 304 |
|
|
2022
Q3 | $4.43M | Buy |
25,881
+178
| +0.7% | +$30.5K | 0.04% | 301 |
|
|
2022
Q2 | $4.19M | Buy |
25,703
+963
| +4% | +$157K | 0.03% | 316 |
|
|
2022
Q1 | $4.32M | Buy |
24,740
+666
| +3% | +$116K | 0.03% | 313 |
|
|
2021
Q4 | $4.09M | Buy |
+24,074
| New | +$4.09M | 0.03% | 319 |
|
|
2021
Q2 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2021
Q1 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2020
Q4 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2020
Q3 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2020
Q2 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2020
Q1 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2019
Q4 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2019
Q3 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2019
Q2 | $3.38M | Hold |
24,127
| – | – | 0.03% | 334 |
|
|
2019
Q1 | $3.38M | Buy |
24,127
+7,200
| +43% | +$1.01M | 0.03% | 334 |
|
|
2018
Q4 | $1.25M | Sell |
16,927
-175
| -1% | -$12.9K | 0.03% | 338 |
|
|
2018
Q3 | $1.27M | Buy |
17,102
+17,082
| +85,410% | +$1.27M | 0.03% | 299 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1461 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1236 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$2K | – | 1442 |
|
|
2017
Q3 | $2K | Sell |
40
-120
| -75% | -$6K | ﹤0.01% | 1261 |
|
|
2017
Q2 | $9K | Hold |
160
| – | – | ﹤0.01% | 784 |
|
|
2017
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 764 |
|
|
2016
Q4 | $8K | Hold |
160
| – | – | ﹤0.01% | 760 |
|
|
2016
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 732 |
|
|
2016
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 570 |
|
|
2016
Q1 | $7K | Hold |
160
| – | – | ﹤0.01% | 557 |
|
|
2015
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 488 |
|
|
2015
Q3 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 473 |
|
|
2014
Q1 | – | Sell |
-10,051
| Closed | -$472K | – | 149 |
|
|
2013
Q4 | $472K | Sell |
10,051
-260
| -3% | -$12.2K | 0.07% | 137 |
|
|
2013
Q3 | $450K | Buy |
+10,311
| New | +$450K | 0.12% | 117 |
|