Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$7.52K | – | 556 |
|
|
2024
Q2 | $7.52K | Buy |
29
+8
| +38% | +$2.07K | ﹤0.01% | 565 |
|
|
2024
Q1 | $5.25K | Hold |
21
| – | – | ﹤0.01% | 628 |
|
|
2023
Q4 | $4.72K | Hold |
21
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $4.79K | Hold |
21
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $4.61K | Hold |
21
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $4.02K | Hold |
21
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $3.96K | Hold |
21
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $4K | Buy |
21
+20
| +2,000% | +$3.81K | ﹤0.01% | 461 |
|
|
2022
Q2 | $8 | Sell |
1
-20
| -95% | -$160 | ﹤0.01% | 759 |
|
|
2022
Q1 | $3K | Sell |
21
-16,776
| -100% | -$2.4M | ﹤0.01% | 604 |
|
|
2021
Q4 | $99 | Buy |
+16,797
| New | +$99 | ﹤0.01% | 806 |
|
|
2021
Q2 | $13K | Buy |
+90
| New | +$13K | 0.01% | 627 |
|