CIBC Private Wealth Group’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5M | Buy |
307,672
+2,472
| +0.8% | +$791K | 0.18% | 132 |
|
|
2025
Q1 | $95.1M | Buy |
305,200
+186,209
| +156% | +$58M | 0.2% | 117 |
|
|
2024
Q4 | $34M | Sell |
118,991
-2,424
| -2% | -$692K | 0.06% | 217 |
|
|
2024
Q3 | $34.2M | Buy |
121,415
+109,243
| +897% | +$30.7M | 0.06% | 221 |
|
|
2024
Q2 | $3.22M | Buy |
12,172
+181
| +2% | +$47.9K | 0.01% | 468 |
|
|
2024
Q1 | $2.96M | Buy |
11,991
+90
| +0.8% | +$22.2K | 0.01% | 481 |
|
|
2023
Q4 | $2.68M | Buy |
11,901
+702
| +6% | +$158K | 0.01% | 475 |
|
|
2023
Q3 | $2.55M | Buy |
11,199
+8,931
| +394% | +$2.04M | 0.01% | 458 |
|
|
2023
Q2 | $498K | Sell |
2,268
-32
| -1% | -$7.03K | ﹤0.01% | 696 |
|
|
2023
Q1 | $440K | Buy |
+2,300
| New | +$440K | ﹤0.01% | 726 |
|
|
2022
Q4 | – | Sell |
-1,543
| Closed | -$264K | – | 862 |
|
|
2022
Q3 | $264K | Sell |
1,543
-1,312
| -46% | -$224K | ﹤0.01% | 810 |
|
|
2022
Q2 | $465K | Buy |
2,855
+26
| +0.9% | +$4.24K | ﹤0.01% | 714 |
|
|
2022
Q1 | $494K | Buy |
2,829
+42
| +2% | +$7.33K | ﹤0.01% | 749 |
|
|
2021
Q4 | $473K | Buy |
+2,787
| New | +$473K | ﹤0.01% | 782 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$210K | – | 933 |
|
|
2021
Q2 | $210K | Sell |
1,500
-500
| -25% | -$70K | ﹤0.01% | 989 |
|
|
2021
Q1 | $250K | Hold |
2,000
| – | – | ﹤0.01% | 948 |
|
|
2020
Q4 | $247K | Buy |
+2,000
| New | +$247K | ﹤0.01% | 907 |
|
|
2018
Q3 | – | Sell |
-591
| Closed | -$39K | – | 990 |
|
|
2018
Q2 | $39K | Sell |
591
-533
| -47% | -$35.2K | ﹤0.01% | 1223 |
|
|
2018
Q1 | $77K | Buy |
1,124
+527
| +88% | +$36.1K | ﹤0.01% | 1074 |
|
|
2017
Q4 | $38K | Buy |
+597
| New | +$38K | ﹤0.01% | 1247 |
|