Claret Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-939
| Closed | -$235K | – | 252 |
|
|
2024
Q1 | $235K | Sell |
939
-50
| -5% | -$12.5K | 0.04% | 150 |
|
|
2023
Q4 | $222K | Buy |
989
+8
| +0.8% | +$1.8K | 0.04% | 145 |
|
|
2023
Q3 | $224K | Hold |
981
| – | – | 0.04% | 130 |
|
|
2023
Q2 | $215K | Sell |
981
-65
| -6% | -$14.2K | 0.04% | 133 |
|
|
2023
Q1 | $200K | Buy |
+1,046
| New | +$200K | 0.04% | 137 |
|