CWM
Chesapeake Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,296
| Closed | -$531K | – | 219 |
|
|
2020
Q4 | $531K | Sell |
4,296
-255
| -6% | -$31.5K | 0.18% | 119 |
|
|
2020
Q3 | $481K | Sell |
4,551
-930
| -17% | -$98.3K | 0.18% | 117 |
|
|
2020
Q2 | $535K | Sell |
5,481
-4,753
| -46% | -$464K | 0.21% | 109 |
|
|
2020
Q1 | $834K | Buy |
10,234
+706
| +7% | +$57.5K | 0.39% | 80 |
|
|
2019
Q4 | $908K | Buy |
9,528
+524
| +6% | +$49.9K | 0.35% | 86 |
|
|
2019
Q3 | $806K | Buy |
9,004
+2,087
| +30% | +$187K | 0.33% | 92 |
|
|
2019
Q2 | $606K | Buy |
6,917
+1,620
| +31% | +$142K | 0.25% | 106 |
|
|
2019
Q1 | $414K | Buy |
5,297
+2,083
| +65% | +$163K | 0.18% | 127 |
|
|
2018
Q4 | $237K | Buy |
+3,214
| New | +$237K | 0.12% | 166 |
|