Cetera Advisors’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
Q1 | $3.48M | Buy |
13,926
+7,415
| +114% | +$1.85M | 0.03% | 586 |
|
|
2023
Q4 | $1.46M | Buy |
6,511
+3,550
| +120% | +$798K | 0.02% | 617 |
|
|
2023
Q3 | $675K | Buy |
2,961
+136
| +5% | +$31K | 0.01% | 901 |
|
|
2023
Q2 | $620K | Buy |
2,825
+109
| +4% | +$23.9K | 0.01% | 943 |
|
|
2023
Q1 | $520K | Buy |
2,716
+274
| +11% | +$52.4K | 0.01% | 994 |
|
|
2022
Q4 | $460K | Buy |
+2,442
| New | +$460K | 0.01% | 1020 |
|
|
2018
Q1 | – | Sell |
-4,986
| Closed | -$315K | – | 781 |
|
|
2017
Q4 | $315K | Sell |
4,986
-1
| -0% | -$63 | 0.02% | 573 |
|
|
2017
Q3 | $304K | Buy |
+4,987
| New | +$304K | 0.02% | 601 |
|