CBIZ Investment Advisory Services’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 | $50.8K | Buy |
159
+33
| +26% | +$10.5K | ﹤0.01% | 133 |
|
|
2025
Q1 | $43.3K | Buy |
126
+14
| +13% | +$4.82K | ﹤0.01% | 128 |
|
|
2024
Q4 | $31.7K | Buy |
112
+1
| +0.9% | +$283 | ﹤0.01% | 148 |
|
|
2024
Q3 | $31.4K | Sell |
111
-1
| -0.9% | -$283 | ﹤0.01% | 136 |
|
|
2024
Q2 | $28.9K | Buy |
112
+1
| +0.9% | +$258 | ﹤0.01% | 129 |
|
|
2024
Q1 | $27.9K | Buy |
+111
| New | +$27.9K | ﹤0.01% | 132 |
|