CWA
Clarus Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
3,971
+1,313
| +49% | +$412K | 0.58% | 55 |
|
|
2025
Q1 | $861K | Sell |
2,658
-255
| -9% | -$82.6K | 0.46% | 56 |
|
|
2024
Q4 | $832K | Buy |
2,913
+649
| +29% | +$185K | 0.41% | 58 |
|
|
2024
Q3 | $649K | Sell |
2,264
-154
| -6% | -$44.2K | 0.33% | 65 |
|
|
2024
Q2 | $647K | Sell |
2,418
-15
| -0.6% | -$4.02K | 0.34% | 60 |
|
|
2024
Q1 | $584K | Buy |
2,433
+86
| +4% | +$20.6K | 0.33% | 74 |
|
|
2023
Q4 | $556K | Buy |
+2,347
| New | +$556K | 0.33% | 68 |
|
|
2023
Q2 | $515K | Buy |
2,408
+49
| +2% | +$10.5K | 0.31% | 66 |
|
|
2023
Q1 | $466K | Buy |
2,359
+37
| +2% | +$7.3K | 0.29% | 70 |
|
|
2022
Q4 | $447K | Sell |
2,322
-143
| -6% | -$27.6K | 0.29% | 71 |
|
|
2022
Q3 | $435K | Sell |
2,465
-308
| -11% | -$54.4K | 0.31% | 63 |
|
|
2022
Q2 | $460K | Sell |
2,773
-143
| -5% | -$23.7K | 0.32% | 59 |
|
|
2022
Q1 | $534K | Buy |
+2,916
| New | +$534K | 0.33% | 48 |
|
|
2019
Q3 | – | Sell |
-2,737
| Closed | -$240K | – | 160 |
|
|
2019
Q2 | $240K | Sell |
2,737
-5
| -0.2% | -$438 | 0.17% | 92 |
|
|
2019
Q1 | $214K | Sell |
2,742
-350
| -11% | -$27.3K | 0.16% | 91 |
|
|
2018
Q4 | $228K | Buy |
+3,092
| New | +$228K | 0.36% | 65 |
|