Cox Capital 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 | $2.27M | Sell |
7,103
-196
| -3% | -$62.7K | 1.55% | 26 |
|
|
2025
Q1 | $2.52M | Sell |
7,299
-167
| -2% | -$57.7K | 1.84% | 23 |
|
|
2024
Q4 | $2.12M | Sell |
7,466
-27
| -0.4% | -$7.66K | 1.36% | 29 |
|
|
2024
Q3 | $2.11M | Sell |
7,493
-5,504
| -42% | -$1.55M | 1.26% | 34 |
|
|
2024
Q2 | $3.37M | Sell |
12,997
-627
| -5% | -$163K | 2.04% | 15 |
|
|
2024
Q1 | $3.41M | Sell |
13,624
-406
| -3% | -$102K | 2.1% | 15 |
|
|
2023
Q4 | $3.16M | Sell |
14,030
-8
| -0.1% | -$1.8K | 2.06% | 16 |
|
|
2023
Q3 | $3.2M | Buy |
14,038
+4,382
| +45% | +$999K | 2.25% | 11 |
|
|
2023
Q2 | $2.12M | Sell |
9,656
-183
| -2% | -$40.2K | 1.56% | 29 |
|
|
2023
Q1 | $1.88M | Buy |
9,839
+216
| +2% | +$41.3K | 1.36% | 36 |
|
|
2022
Q4 | $1.81M | Buy |
9,623
+272
| +3% | +$51.3K | 1.18% | 37 |
|
|
2022
Q3 | $1.6M | Buy |
9,351
+132
| +1% | +$22.6K | 1.16% | 43 |
|
|
2022
Q2 | $1.5M | Buy |
9,219
+120
| +1% | +$19.6K | 1.03% | 46 |
|
|
2022
Q1 | $1.59M | Buy |
9,099
+161
| +2% | +$28.1K | 1% | 48 |
|
|
2021
Q4 | $1.52M | Buy |
8,938
+110
| +1% | +$18.7K | 0.9% | 49 |
|
|
2021
Q3 | $1.31M | Buy |
8,828
+384
| +5% | +$57.1K | 0.88% | 52 |
|
|
2021
Q2 | $1.18M | Sell |
8,444
-29
| -0.3% | -$4.06K | 0.79% | 56 |
|
|
2021
Q1 | $1.06M | Buy |
8,473
+255
| +3% | +$31.8K | 0.73% | 57 |
|
|
2020
Q4 | $1.02M | Buy |
8,218
+223
| +3% | +$27.6K | 0.78% | 52 |
|
|
2020
Q3 | $844K | Sell |
7,995
-9
| -0.1% | -$950 | 0.74% | 57 |
|
|
2020
Q2 | $780K | Sell |
8,004
-11,394
| -59% | -$1.11M | 0.77% | 51 |
|
|
2020
Q1 | $1.85M | Hold |
19,398
| – | – | 1.61% | 25 |
|
|
2019
Q4 | $1.85M | Buy |
19,398
+219
| +1% | +$20.9K | 1.68% | 25 |
|
|
2019
Q3 | $1.72M | Sell |
19,179
-150
| -0.8% | -$13.4K | 1.68% | 27 |
|
|
2019
Q2 | $1.69M | Buy |
19,329
+503
| +3% | +$44.1K | 1.72% | 24 |
|
|
2019
Q1 | $1.47M | Sell |
18,826
-47
| -0.2% | -$3.67K | 1.59% | 27 |
|
|
2018
Q4 | $1.39M | Buy |
18,873
+362
| +2% | +$26.6K | 1.63% | 27 |
|
|
2018
Q3 | $1.38M | Buy |
18,511
+431
| +2% | +$32.1K | 1.47% | 32 |
|
|
2018
Q2 | $1.18M | Buy |
+18,080
| New | +$1.18M | 1.42% | 38 |
|