CIA
Compass Ion 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 | $316K | Sell |
986
-221
| -18% | -$70.7K | 0.03% | 205 |
|
|
2025
Q1 | $417K | Sell |
1,207
-6
| -0.5% | -$2.07K | 0.05% | 181 |
|
|
2024
Q4 | $344K | Sell |
1,213
-2,095
| -63% | -$595K | 0.04% | 199 |
|
|
2024
Q3 | $931K | Buy |
3,308
+315
| +11% | +$88.6K | 0.11% | 106 |
|
|
2024
Q2 | $748K | Hold |
2,993
| – | – | 0.11% | 105 |
|
|
2024
Q1 | $748K | Sell |
2,993
-3,498
| -54% | -$875K | 0.11% | 106 |
|
|
2023
Q4 | $1.46M | Sell |
6,491
-17
| -0.3% | -$3.82K | 0.23% | 67 |
|
|
2023
Q3 | $1.48M | Buy |
+6,508
| New | +$1.48M | 0.25% | 60 |
|
|
2020
Q4 | – | Sell |
-2,190
| Closed | -$231K | – | 86 |
|
|
2020
Q3 | $231K | Buy |
+2,190
| New | +$231K | 0.15% | 71 |
|