CreativeOne Wealth’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 | $554K | Buy |
1,729
+2
| +0.1% | +$640 | 0.01% | 702 |
|
|
2025
Q1 | $596K | Sell |
1,727
-288
| -14% | -$99.5K | 0.02% | 635 |
|
|
2024
Q4 | $572K | Buy |
2,015
+46
| +2% | +$13.1K | 0.02% | 652 |
|
|
2024
Q3 | $554K | Buy |
1,969
+199
| +11% | +$56K | 0.02% | 595 |
|
|
2024
Q2 | $459K | Sell |
1,770
-553
| -24% | -$143K | 0.02% | 498 |
|
|
2024
Q1 | $581K | Buy |
2,323
+453
| +24% | +$113K | 0.02% | 520 |
|
|
2023
Q4 | $420K | Buy |
1,870
+37
| +2% | +$8.31K | 0.03% | 411 |
|
|
2023
Q3 | $418K | Sell |
1,833
-1,106
| -38% | -$252K | 0.03% | 370 |
|
|
2023
Q2 | $645K | Sell |
2,939
-542
| -16% | -$119K | 0.03% | 423 |
|
|
2023
Q1 | $666K | Buy |
3,481
+168
| +5% | +$32.1K | 0.03% | 396 |
|
|
2022
Q4 | $624K | Buy |
3,313
+11
| +0.3% | +$2.07K | 0.03% | 371 |
|
|
2022
Q3 | $566K | Buy |
3,302
+40
| +1% | +$6.86K | 0.03% | 375 |
|
|
2022
Q2 | $532K | Buy |
3,262
+557
| +21% | +$90.8K | 0.03% | 400 |
|
|
2022
Q1 | $472K | Buy |
2,705
+176
| +7% | +$30.7K | 0.02% | 445 |
|
|
2021
Q4 | $429K | Buy |
2,529
+76
| +3% | +$12.9K | 0.02% | 492 |
|
|
2021
Q3 | $364K | Buy |
2,453
+354
| +17% | +$52.5K | 0.02% | 492 |
|
|
2021
Q2 | $294K | Buy |
2,099
+241
| +13% | +$33.8K | 0.02% | 541 |
|
|
2021
Q1 | $231K | Buy |
+1,858
| New | +$231K | 0.02% | 511 |
|