Cetera Investment Advisers’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 | $24.9M | Buy |
77,753
+2,074
| +3% | +$664K | 0.04% | 441 |
|
|
2025
Q1 | $26.1M | Buy |
75,679
+9,568
| +14% | +$3.3M | 0.05% | 379 |
|
|
2024
Q4 | $18.8M | Buy |
66,111
+3,584
| +6% | +$1.02M | 0.04% | 454 |
|
|
2024
Q3 | $17.6M | Buy |
62,527
+1,043
| +2% | +$293K | 0.04% | 454 |
|
|
2024
Q2 | $15.9M | Buy |
61,484
+7,035
| +13% | +$1.82M | 0.04% | 468 |
|
|
2024
Q1 | $13.6M | Buy |
54,449
+33,972
| +166% | +$8.49M | 0.03% | 540 |
|
|
2023
Q4 | $4.6M | Sell |
20,477
-2,743
| -12% | -$617K | 0.04% | 461 |
|
|
2023
Q3 | $5.29M | Sell |
23,220
-393
| -2% | -$89.6K | 0.05% | 393 |
|
|
2023
Q2 | $5.18M | Sell |
23,613
-522
| -2% | -$115K | 0.04% | 398 |
|
|
2023
Q1 | $4.62M | Buy |
24,135
+2,195
| +10% | +$420K | 0.04% | 420 |
|
|
2022
Q4 | $4.14M | Buy |
21,940
+14,645
| +201% | +$2.76M | 0.04% | 437 |
|
|
2022
Q3 | $1.25M | Buy |
7,295
+3,351
| +85% | +$574K | 0.02% | 627 |
|
|
2022
Q2 | $643K | Buy |
3,944
+1,035
| +36% | +$169K | 0.01% | 969 |
|
|
2022
Q1 | $508K | Buy |
2,909
+31
| +1% | +$5.41K | 0.01% | 1145 |
|
|
2021
Q4 | $488K | Buy |
+2,878
| New | +$488K | 0.01% | 1194 |
|
|
2021
Q3 | – | Sell |
-1,729
| Closed | -$242K | – | 1777 |
|
|
2021
Q2 | $242K | Buy |
+1,729
| New | +$242K | ﹤0.01% | 1552 |
|
|
2021
Q1 | – | Sell |
-2,534
| Closed | -$313K | – | 1593 |
|
|
2020
Q4 | $313K | Buy |
+2,534
| New | +$313K | 0.01% | 1211 |
|