Choate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
2,326
-13
| -0.6% | -$4.16K | 0.02% | 229 |
|
|
2025
Q1 | $808K | Sell |
2,339
-57
| -2% | -$19.7K | 0.02% | 206 |
|
|
2024
Q4 | $680K | Buy |
2,396
+920
| +62% | +$261K | 0.02% | 232 |
|
|
2024
Q3 | $415K | Sell |
1,476
-31
| -2% | -$8.72K | 0.01% | 280 |
|
|
2024
Q2 | $391K | Buy |
1,507
+96
| +7% | +$24.9K | 0.01% | 277 |
|
|
2024
Q1 | $353K | Sell |
1,411
-24
| -2% | -$6K | 0.01% | 312 |
|
|
2023
Q4 | $323K | Buy |
1,435
+45
| +3% | +$10.1K | 0.01% | 301 |
|
|
2023
Q3 | $317K | Buy |
1,390
+175
| +14% | +$39.9K | 0.01% | 288 |
|
|
2023
Q2 | $267K | Buy |
1,215
+10
| +0.8% | +$2.2K | 0.01% | 252 |
|
|
2023
Q1 | $231K | Hold |
1,205
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $227K | Buy |
+1,205
| New | +$227K | 0.01% | 250 |
|
|
2016
Q4 | – | Sell |
-4,583
| Closed | -$233K | – | 243 |
|
|
2016
Q3 | $233K | Sell |
4,583
-325
| -7% | -$16.5K | 0.02% | 218 |
|
|
2016
Q2 | $234K | Buy |
+4,908
| New | +$234K | 0.02% | 212 |
|
|
2016
Q1 | – | Sell |
-6,182
| Closed | -$289K | – | 245 |
|
|
2015
Q4 | $289K | Buy |
6,182
+431
| +7% | +$20.1K | 0.02% | 223 |
|
|
2015
Q3 | $237K | Buy |
5,751
+504
| +10% | +$20.8K | 0.02% | 222 |
|
|
2015
Q2 | $248K | Sell |
5,247
-679
| -11% | -$32.1K | 0.01% | 220 |
|
|
2015
Q1 | $277K | Sell |
5,926
-256
| -4% | -$12K | 0.02% | 220 |
|
|
2014
Q4 | $291K | Buy |
6,182
+605
| +11% | +$28.5K | 0.02% | 222 |
|
|
2014
Q3 | $253K | Sell |
5,577
-2,186
| -28% | -$99.2K | 0.02% | 228 |
|
|
2014
Q2 | $362K | Buy |
7,763
+1,640
| +27% | +$76.4K | 0.02% | 207 |
|
|
2014
Q1 | $291K | Buy |
6,123
+3
| +0% | +$143 | 0.02% | 233 |
|
|
2013
Q4 | $287K | Sell |
6,120
-87
| -1% | -$4.08K | 0.02% | 228 |
|
|
2013
Q3 | $271K | Buy |
6,207
+497
| +9% | +$21.7K | 0.02% | 223 |
|
|
2013
Q2 | $249K | Buy |
+5,710
| New | +$249K | 0.02% | 228 |
|