Crewe Advisors’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 | $12.6K | Sell |
39
-8
| -17% | -$2.59K | ﹤0.01% | 429 |
|
|
2025
Q1 | $16.4K | Buy |
47
+15
| +47% | +$5.22K | ﹤0.01% | 369 |
|
|
2024
Q4 | $9.18K | Sell |
32
-2
| -6% | -$574 | ﹤0.01% | 436 |
|
|
2024
Q3 | $9.64K | Buy |
34
+2
| +6% | +$567 | ﹤0.01% | 500 |
|
|
2024
Q2 | $8.35K | Sell |
32
-48
| -60% | -$12.5K | ﹤0.01% | 724 |
|
|
2024
Q1 | $20K | Buy |
+80
| New | +$20K | ﹤0.01% | 494 |
|
|
2023
Q2 | – | Sell |
-217
| Closed | -$41.5K | – | 874 |
|
|
2023
Q1 | $41.5K | Sell |
217
-31
| -13% | -$5.93K | 0.01% | 330 |
|
|
2022
Q4 | $46.8K | Buy |
248
+94
| +61% | +$17.7K | 0.01% | 310 |
|
|
2022
Q3 | $26K | Buy |
154
+29
| +23% | +$4.9K | ﹤0.01% | 414 |
|
|
2022
Q2 | $20K | Buy |
+125
| New | +$20K | ﹤0.01% | 413 |
|