Concurrent Investment 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 | $2.49M | Buy |
7,783
+154
| +2% | +$49.3K | 0.05% | 375 |
|
|
2025
Q1 | $2.63M | Sell |
7,629
-350
| -4% | -$121K | 0.06% | 313 |
|
|
2024
Q4 | $2.26M | Buy |
7,979
+355
| +5% | +$101K | 0.06% | 293 |
|
|
2024
Q3 | $2.15M | Sell |
7,624
-122
| -2% | -$34.3K | 0.06% | 295 |
|
|
2024
Q2 | $2.01M | Buy |
7,746
+963
| +14% | +$250K | 0.07% | 274 |
|
|
2024
Q1 | $1.7M | Buy |
6,783
+1,035
| +18% | +$259K | 0.07% | 269 |
|
|
2023
Q4 | $1.29M | Buy |
+5,748
| New | +$1.29M | 0.06% | 290 |
|