Continuum Advisory’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 | – | Sell |
-171
| Closed | -$59K | – | 456 |
|
2025
Q1 | $59K | Sell |
171
-3
| -2% | -$1.04K | 0.01% | 627 |
|
2024
Q4 | $49.4K | Hold |
174
| – | – | 0.01% | 668 |
|
2024
Q3 | $51.3K | Hold |
174
| – | – | 0.01% | 653 |
|
2024
Q2 | $45.1K | Hold |
174
| – | – | 0.01% | 625 |
|
2024
Q1 | $43.1K | Buy |
+174
| New | +$43.1K | 0.01% | 629 |
|
2022
Q1 | – | Sell |
-1,451
| Closed | -$246K | – | 375 |
|
2021
Q4 | $246K | Buy |
1,451
+103
| +8% | +$17.5K | 0.06% | 262 |
|
2021
Q3 | $200K | Buy |
+1,348
| New | +$200K | 0.05% | 277 |
|