CWP
Concord Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$568 | – | 820 |
|
|
2024
Q4 | $568 | Hold |
2
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $563 | Buy |
+2
| New | +$563 | ﹤0.01% | 888 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$2.05K | – | 811 |
|
|
2023
Q3 | $2.05K | Hold |
9
| – | – | ﹤0.01% | 866 |
|
|
2023
Q2 | $1.98K | Buy |
+9
| New | +$1.98K | ﹤0.01% | 869 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$1.7K | – | 994 |
|
|
2022
Q4 | $1.7K | Buy |
+9
| New | +$1.7K | ﹤0.01% | 976 |
|
|
2022
Q3 | – | Sell |
-139
| Closed | -$23K | – | 181 |
|
|
2022
Q2 | $23K | Sell |
139
-2
| -1% | -$331 | 0.01% | 512 |
|
|
2022
Q1 | $25K | Hold |
141
| – | – | 0.01% | 583 |
|
|
2021
Q4 | $24K | Buy |
141
+93
| +194% | +$15.8K | 0.01% | 601 |
|
|
2021
Q3 | $7K | Sell |
48
-86
| -64% | -$12.5K | ﹤0.01% | 520 |
|
|
2021
Q2 | $19K | Buy |
134
+12
| +10% | +$1.7K | 0.01% | 507 |
|
|
2021
Q1 | $15K | Buy |
+122
| New | +$15K | 0.01% | 519 |
|