Cornerstone Planning Group’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 | $82.4K | Sell |
288
-72
| -20% | -$20.6K | 0.02% | 170 |
|
|
2025
Q1 | $120K | Buy |
360
+137
| +61% | +$45.5K | 0.03% | 129 |
|
|
2024
Q4 | $66.1K | Sell |
223
-11
| -5% | -$3.26K | 0.02% | 151 |
|
|
2024
Q3 | $66.8K | Sell |
234
-22
| -9% | -$6.28K | 0.02% | 153 |
|
|
2024
Q2 | $71K | Sell |
256
-31
| -11% | -$8.6K | 0.02% | 163 |
|
|
2024
Q1 | $68.5K | Sell |
287
-59
| -17% | -$14.1K | 0.02% | 139 |
|
|
2023
Q4 | $77.8K | Hold |
346
| – | – | 0.03% | 137 |
|
|
2023
Q3 | $78.8K | Sell |
346
-33
| -9% | -$7.52K | 0.03% | 128 |
|
|
2023
Q2 | $83.2K | Buy |
+379
| New | +$83.2K | 0.03% | 156 |
|
|
2022
Q4 | $92K | Buy |
+481
| New | +$92K | 0.04% | 170 |
|