Clifford Swan Investment Counsel’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 | $936K | Sell |
2,925
-99
| -3% | -$31.7K | 0.03% | 178 |
|
|
2025
Q1 | $1.04M | Buy |
3,024
+5
| +0.2% | +$1.73K | 0.04% | 174 |
|
|
2024
Q4 | $857K | Sell |
3,019
-75
| -2% | -$21.3K | 0.03% | 185 |
|
|
2024
Q3 | $871K | Buy |
3,094
+10
| +0.3% | +$2.81K | 0.03% | 186 |
|
|
2024
Q2 | $800K | Hold |
3,084
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $771K | Hold |
3,084
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $694K | Sell |
3,084
-182
| -6% | -$40.9K | 0.03% | 192 |
|
|
2023
Q3 | $745K | Buy |
3,266
+2
| +0.1% | +$456 | 0.03% | 186 |
|
|
2023
Q2 | $717K | Hold |
3,264
| – | – | 0.03% | 193 |
|
|
2023
Q1 | $624K | Sell |
3,264
-140
| -4% | -$26.8K | 0.03% | 200 |
|
|
2022
Q4 | $642K | Buy |
3,404
+4
| +0.1% | +$754 | 0.03% | 192 |
|
|
2022
Q3 | $582K | Hold |
3,400
| – | – | 0.03% | 200 |
|
|
2022
Q2 | $554K | Hold |
3,400
| – | – | 0.02% | 213 |
|
|
2022
Q1 | $594K | Hold |
3,400
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $577K | Hold |
3,400
| – | – | 0.02% | 229 |
|
|
2021
Q3 | $552K | Hold |
3,400
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $466K | Hold |
3,400
| – | – | 0.02% | 232 |
|
|
2021
Q1 | $424K | Sell |
3,400
-13
| -0.4% | -$1.62K | 0.02% | 235 |
|
|
2020
Q4 | $422K | Hold |
3,413
| – | – | 0.02% | 234 |
|
|
2020
Q3 | $360K | Buy |
3,413
+13
| +0.4% | +$1.37K | 0.02% | 240 |
|
|
2020
Q2 | $331K | Hold |
3,400
| – | – | 0.02% | 247 |
|
|
2020
Q1 | $277K | Sell |
3,400
-150
| -4% | -$12.2K | 0.02% | 247 |
|
|
2019
Q4 | $338K | Hold |
3,550
| – | – | 0.02% | 252 |
|
|
2019
Q3 | $318K | Sell |
3,550
-350
| -9% | -$31.4K | 0.02% | 249 |
|
|
2019
Q2 | $342K | Hold |
3,900
| – | – | 0.02% | 240 |
|
|
2019
Q1 | $305K | Sell |
3,900
-297
| -7% | -$23.2K | 0.02% | 248 |
|
|
2018
Q4 | $309K | Hold |
4,197
| – | – | 0.02% | 240 |
|
|
2018
Q3 | $312K | Hold |
4,197
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $274K | Hold |
4,197
| – | – | 0.02% | 263 |
|
|
2018
Q1 | $288K | Hold |
4,197
| – | – | 0.02% | 257 |
|
|
2017
Q4 | $266K | Hold |
4,197
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $258K | Hold |
4,197
| – | – | 0.02% | 272 |
|
|
2017
Q2 | $240K | Buy |
4,197
+297
| +8% | +$17K | 0.02% | 283 |
|
|
2017
Q1 | $221K | Hold |
3,900
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $203K | Buy |
+3,900
| New | +$203K | 0.01% | 266 |
|