Connecticut Wealth Management’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 | $1.25M | Hold |
3,901
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $1.35M | Sell |
3,901
-166
| -4% | -$57.3K | 0.07% | 121 |
|
|
2024
Q4 | $1.15M | Sell |
4,067
-256
| -6% | -$72.7K | 0.06% | 119 |
|
|
2024
Q3 | $1.22M | Hold |
4,323
| – | – | 0.06% | 137 |
|
|
2024
Q2 | $1.12M | Buy |
4,323
+19
| +0.4% | +$4.93K | 0.06% | 140 |
|
|
2024
Q1 | $1.08M | Buy |
4,304
+76
| +2% | +$19K | 0.06% | 139 |
|
|
2023
Q4 | $951K | Buy |
4,228
+2,968
| +236% | +$667K | 0.05% | 150 |
|
|
2023
Q3 | $287K | Buy |
+1,260
| New | +$287K | 0.02% | 238 |
|