Center for Financial Planning’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 | $171K | Hold |
535
| – | – | 0.02% | 174 |
|
|
2025
Q1 | $185K | Hold |
535
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $152K | Hold |
535
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $151K | Hold |
535
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $139K | Hold |
535
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $134K | Hold |
535
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $120K | Hold |
535
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $122K | Hold |
535
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $117K | Hold |
535
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $102K | Hold |
535
| – | – | 0.02% | 164 |
|
|
2022
Q4 | $101K | Hold |
535
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $92K | Hold |
535
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $87K | Hold |
535
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $93K | Sell |
535
-5
| -0.9% | -$869 | 0.02% | 179 |
|
|
2021
Q4 | $92K | Buy |
540
+5
| +0.9% | +$852 | 0.02% | 180 |
|
|
2021
Q3 | $80K | Hold |
535
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $75K | Hold |
535
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $67K | Hold |
535
| – | – | 0.02% | 189 |
|
|
2020
Q4 | $66K | Hold |
535
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $56K | Hold |
535
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $52K | Sell |
535
-118
| -18% | -$11.5K | 0.02% | 182 |
|
|
2020
Q1 | $53K | Buy |
653
+118
| +22% | +$9.58K | 0.02% | 166 |
|
|
2019
Q4 | $51K | Buy |
+535
| New | +$51K | 0.01% | 182 |
|