Clearstead 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 | $3.65M | Buy |
11,395
+107
| +0.9% | +$34.3K | 0.05% | 226 |
|
|
2025
Q1 | $3.9M | Sell |
11,288
-942
| -8% | -$325K | 0.06% | 207 |
|
|
2024
Q4 | $3.47M | Buy |
12,230
+551
| +5% | +$156K | 0.05% | 220 |
|
|
2024
Q3 | $3.29M | Buy |
11,679
+20
| +0.2% | +$5.63K | 0.05% | 232 |
|
|
2024
Q2 | $3.02M | Buy |
11,659
+9,010
| +340% | +$2.34M | 0.05% | 225 |
|
|
2024
Q1 | $661K | Sell |
2,649
-22
| -0.8% | -$5.49K | 0.03% | 276 |
|
|
2023
Q4 | $601K | Sell |
2,671
-2,479
| -48% | -$557K | 0.03% | 287 |
|
|
2023
Q3 | $1.17M | Buy |
5,150
+3,850
| +296% | +$878K | 0.03% | 281 |
|
|
2023
Q2 | $285K | Buy |
1,300
+900
| +225% | +$198K | 0.02% | 380 |
|
|
2023
Q1 | $76.5K | Buy |
400
+151
| +61% | +$28.9K | 0.01% | 562 |
|
|
2022
Q4 | $46.9K | Hold |
249
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $43K | Buy |
249
+24
| +11% | +$4.15K | ﹤0.01% | 632 |
|
|
2022
Q2 | $37K | Hold |
225
| – | – | ﹤0.01% | 677 |
|
|
2022
Q1 | $39K | Sell |
225
-775
| -78% | -$134K | ﹤0.01% | 722 |
|
|
2021
Q4 | $170K | Buy |
1,000
+976
| +4,067% | +$166K | 0.01% | 422 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 945 |
|