Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-374
| Closed | -$85.2K | – | 265 |
|
|
2023
Q3 | $85.2K | Hold |
374
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $82.1K | Hold |
374
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $71.6K | Buy |
+374
| New | +$71.6K | 0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$4K | – | 214 |
|
|
2022
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 201 |
|
|
2022
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 241 |
|
|
2021
Q4 | – | Sell |
-24
| Closed | -$4K | – | 219 |
|
|
2021
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 211 |
|
|
2021
Q2 | – | Sell |
-24
| Closed | -$3K | – | 226 |
|
|
2021
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 705 |
|
|
2020
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 691 |
|
|
2020
Q1 | $2K | Sell |
24
-2
| -8% | -$167 | ﹤0.01% | 681 |
|
|
2019
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 723 |
|
|
2019
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 737 |
|
|
2019
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 683 |
|
|
2018
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 679 |
|
|
2018
Q3 | $2K | Buy |
26
+2
| +8% | +$154 | ﹤0.01% | 705 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 689 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 686 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 656 |
|