Chicago Partners Investment Group’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 | $6.48M | Buy |
20,846
+9,739
| +88% | +$3.03M | 0.19% | 108 |
|
2025
Q1 | $3.77M | Buy |
11,107
+208
| +2% | +$70.6K | 0.13% | 152 |
|
2024
Q4 | $3.11M | Buy |
10,899
+64
| +0.6% | +$18.3K | 0.1% | 164 |
|
2024
Q3 | $3.13M | Buy |
10,835
+313
| +3% | +$90.4K | 0.11% | 155 |
|
2024
Q2 | $3M | Buy |
10,522
+22
| +0.2% | +$6.27K | 0.12% | 153 |
|
2024
Q1 | $2.5M | Buy |
10,500
+16
| +0.2% | +$3.81K | 0.11% | 170 |
|
2023
Q4 | $2.51M | Buy |
10,484
+2
| +0% | +$478 | 0.12% | 162 |
|
2023
Q3 | $2.39M | Buy |
10,482
+4
| +0% | +$911 | 0.13% | 151 |
|
2023
Q2 | $2.32M | Sell |
10,478
-60
| -0.6% | -$13.3K | 0.12% | 162 |
|
2023
Q1 | $2.19M | Buy |
10,538
+37
| +0.4% | +$7.67K | 0.13% | 159 |
|
2022
Q4 | $2.07M | Buy |
10,501
+26
| +0.2% | +$5.13K | 0.13% | 161 |
|
2022
Q3 | $2.01M | Buy |
10,475
+36
| +0.3% | +$6.91K | 0.14% | 143 |
|
2022
Q2 | $1.87M | Buy |
10,439
+22
| +0.2% | +$3.94K | 0.14% | 143 |
|
2022
Q1 | $1.63M | Buy |
10,417
+48
| +0.5% | +$7.53K | 0.12% | 150 |
|
2021
Q4 | $1.59M | Buy |
10,369
+7
| +0.1% | +$1.07K | 0.11% | 160 |
|
2021
Q3 | $1.69M | Buy |
10,362
+4
| +0% | +$651 | 0.12% | 156 |
|
2021
Q2 | $1.45M | Buy |
10,358
+4
| +0% | +$561 | 0.11% | 163 |
|
2021
Q1 | $1.41M | Buy |
10,354
+3
| +0% | +$407 | 0.12% | 153 |
|
2020
Q4 | $1.22M | Buy |
10,351
+47
| +0.5% | +$5.54K | 0.12% | 151 |
|
2020
Q3 | $1.11M | Buy |
10,304
+15
| +0.1% | +$1.62K | 0.13% | 126 |
|
2020
Q2 | $1.07M | Hold |
10,289
| – | – | 0.13% | 124 |
|
2020
Q1 | $860K | Sell |
10,289
-31
| -0.3% | -$2.59K | 0.13% | 126 |
|
2019
Q4 | $991K | Buy |
10,320
+39
| +0.4% | +$3.75K | 0.12% | 126 |
|
2019
Q3 | $938K | Buy |
10,281
+9
| +0.1% | +$821 | 0.13% | 121 |
|
2019
Q2 | $937K | Buy |
10,272
+8
| +0.1% | +$730 | 0.13% | 115 |
|
2019
Q1 | $825K | Sell |
10,264
-600
| -6% | -$48.2K | 0.12% | 127 |
|
2018
Q4 | $801K | Hold |
10,864
| – | – | 0.12% | 146 |
|
2018
Q3 | $802K | Sell |
10,864
-100
| -0.9% | -$7.38K | 0.12% | 138 |
|
2018
Q2 | $716K | Hold |
10,964
| – | – | 0.11% | 140 |
|
2018
Q1 | $754K | Hold |
10,964
| – | – | 0.13% | 115 |
|
2017
Q4 | $694K | Hold |
10,964
| – | – | 0.11% | 131 |
|
2017
Q3 | $675K | Sell |
10,964
-580
| -5% | -$35.7K | 0.12% | 130 |
|
2017
Q2 | $603K | Buy |
11,544
+1,280
| +12% | +$66.9K | 0.16% | 99 |
|
2017
Q1 | $580K | Buy |
10,264
+10,114
| +6,743% | +$572K | 0.16% | 97 |
|
2016
Q4 | $8K | Buy |
150
+30
| +25% | +$1.6K | ﹤0.01% | 442 |
|
2016
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 446 |
|
2016
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 397 |
|
2016
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 383 |
|
2015
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 443 |
|
2015
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 383 |
|
2015
Q2 | $6K | Buy |
120
+1
| +0.8% | +$50 | ﹤0.01% | 379 |
|
2015
Q1 | $6K | Sell |
119
-1
| -0.8% | -$50 | ﹤0.01% | 401 |
|
2014
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 420 |
|