Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,673,801
| Closed | -$350M | – | 65 |
|
|
2019
Q4 | $350M | Sell |
3,673,801
-15,557
| -0.4% | -$1.48M | 0.5% | 58 |
|
|
2019
Q3 | $330M | Sell |
3,689,358
-19,178
| -0.5% | -$1.72M | 0.51% | 56 |
|
|
2019
Q2 | $325M | Buy |
3,708,536
+8,888
| +0.2% | +$779K | 0.52% | 52 |
|
|
2019
Q1 | $289M | Buy |
3,699,648
+6,928
| +0.2% | +$541K | 0.49% | 61 |
|
|
2018
Q4 | $272M | Sell |
3,692,720
-8,022
| -0.2% | -$591K | 0.52% | 58 |
|
|
2018
Q3 | $275M | Buy |
3,700,742
+13,985
| +0.4% | +$1.04M | 0.48% | 66 |
|
|
2018
Q2 | $241M | Buy |
+3,686,757
| New | +$241M | 0.44% | 68 |
|