Cornerstone 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 | $222K | Hold |
693
| – | – | 0.01% | 589 |
|
|
2025
Q1 | $239K | Buy |
+693
| New | +$239K | 0.02% | 529 |
|
|
2022
Q1 | – | Sell |
-1,280
| Closed | -$217K | – | 463 |
|
|
2021
Q4 | $217K | Buy |
+1,280
| New | +$217K | 0.02% | 468 |
|
|
2018
Q4 | – | Sell |
-41,087
| Closed | -$667K | – | 354 |
|
|
2018
Q3 | $667K | Sell |
41,087
-2,441
| -6% | -$39.6K | 0.01% | 824 |
|
|
2018
Q2 | $667K | Buy |
+43,528
| New | +$667K | 0.01% | 910 |
|