Consolidated Planning Corp’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 | $328K | Buy |
+1,026
| New | +$328K | 0.04% | 154 |
|
|
2025
Q1 | – | Sell |
-716
| Closed | -$203K | – | 184 |
|
|
2024
Q4 | $203K | Buy |
+716
| New | +$203K | 0.03% | 195 |
|
|
2024
Q3 | – | Sell |
-1,192
| Closed | -$309K | – | 199 |
|
|
2024
Q2 | $309K | Buy |
+1,192
| New | +$309K | 0.05% | 138 |
|
|
2021
Q4 | – | Sell |
-649
| Closed | -$96K | – | 78 |
|
|
2021
Q3 | $96K | Buy |
+649
| New | +$96K | 0.06% | 102 |
|