CAS
Coppell Advisory Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
5,361
-304
| -5% | -$96.6K | 0.2% | 111 |
|
|
2025
Q1 | $1.8M | Sell |
5,665
-3,501
| -38% | -$1.11M | 0.25% | 92 |
|
|
2024
Q4 | $2.61M | Buy |
9,166
+3,283
| +56% | +$934K | 0.36% | 55 |
|
|
2024
Q3 | $1.64M | Buy |
5,883
+14
| +0.2% | +$3.91K | 0.24% | 89 |
|
|
2024
Q2 | $1.52M | Buy |
+5,869
| New | +$1.52M | 0.25% | 86 |
|
|
2023
Q4 | $1.15M | Buy |
5,097
+1,268
| +33% | +$285K | 0.23% | 100 |
|
|
2023
Q3 | $722K | Sell |
3,829
-773
| -17% | -$146K | 0.25% | 94 |
|
|
2023
Q2 | $988K | Buy |
4,602
+431
| +10% | +$92.5K | 0.28% | 82 |
|
|
2023
Q1 | $791K | Buy |
4,171
+342
| +9% | +$64.9K | 0.26% | 97 |
|
|
2022
Q4 | $722K | Buy |
+3,829
| New | +$722K | 0.24% | 98 |
|
|
2020
Q4 | $395K | Buy |
+3,191
| New | +$395K | 0.2% | 115 |
|