Cary Street Partners Investment Advisory’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 | $650K | Buy |
2,029
+545
| +37% | +$174K | 0.31% | 70 |
|
|
2025
Q1 | $512K | Buy |
1,484
+709
| +91% | +$245K | 0.3% | 87 |
|
|
2024
Q4 | $220K | Sell |
775
-1,497
| -66% | -$425K | 0.14% | 163 |
|
|
2024
Q3 | $639K | Sell |
2,272
-294
| -11% | -$82.7K | 0.02% | 452 |
|
|
2024
Q2 | $665K | Buy |
2,566
+1,432
| +126% | +$371K | 0.03% | 409 |
|
|
2024
Q1 | $284K | Buy |
+1,134
| New | +$284K | 0.01% | 574 |
|
|
2023
Q4 | – | Sell |
-106
| Closed | -$24.2K | – | 673 |
|
|
2023
Q3 | $24.2K | Buy |
106
+26
| +33% | +$5.93K | ﹤0.01% | 1060 |
|
|
2023
Q2 | $17.6K | Hold |
80
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q1 | $15.3K | Hold |
80
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q4 | $15.1K | Buy |
+80
| New | +$15.1K | ﹤0.01% | 1043 |
|