Curi RMB Capital’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 | $1.52M | Buy |
+4,746
| New | +$1.52M | 0.03% | 362 |
|
2025
Q1 | – | Sell |
-3,923
| Closed | -$1.11M | – | 479 |
|
2024
Q4 | $1.11M | Buy |
3,923
+422
| +12% | +$120K | 0.03% | 323 |
|
2024
Q3 | $985K | Buy |
3,501
+427
| +14% | +$120K | 0.02% | 339 |
|
2024
Q2 | $797K | Sell |
3,074
-960
| -24% | -$249K | 0.02% | 355 |
|
2024
Q1 | $1.01M | Buy |
4,034
+869
| +27% | +$217K | 0.02% | 346 |
|
2023
Q4 | $712K | Buy |
3,165
+309
| +11% | +$69.5K | 0.02% | 345 |
|
2023
Q3 | $651K | Sell |
2,856
-32
| -1% | -$7.29K | 0.02% | 340 |
|
2023
Q2 | $634K | Buy |
2,888
+16
| +0.6% | +$3.51K | 0.02% | 344 |
|
2023
Q1 | $549K | Buy |
+2,872
| New | +$549K | 0.02% | 351 |
|
2022
Q2 | – | Sell |
-1,858
| Closed | -$324K | – | 467 |
|
2022
Q1 | $324K | Buy |
+1,858
| New | +$324K | 0.01% | 378 |
|