CVA Family Office’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 | $47.1K | Buy |
147
+14
| +11% | +$4.48K | 0.01% | 558 |
|
|
2025
Q1 | $45.9K | Buy |
133
+34
| +34% | +$11.7K | 0.01% | 535 |
|
|
2024
Q4 | $28.1K | Buy |
99
+21
| +27% | +$5.96K | ﹤0.01% | 620 |
|
|
2024
Q3 | $21.9K | Buy |
78
+8
| +11% | +$2.25K | ﹤0.01% | 641 |
|
|
2024
Q2 | $18.2K | Sell |
70
-2
| -3% | -$519 | ﹤0.01% | 658 |
|
|
2024
Q1 | $18K | Buy |
72
+2
| +3% | +$500 | ﹤0.01% | 662 |
|
|
2023
Q4 | $15.7K | Buy |
+70
| New | +$15.7K | ﹤0.01% | 660 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$8.78K | – | 245 |
|
|
2023
Q2 | $8.78K | Hold |
40
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $7.65K | Buy |
40
+5
| +14% | +$957 | ﹤0.01% | 721 |
|
|
2022
Q4 | $6.6K | Buy |
35
+15
| +75% | +$2.83K | ﹤0.01% | 708 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $3K | Buy |
20
+15
| +300% | +$2.25K | ﹤0.01% | 821 |
|
|
2021
Q4 | $1K | Sell |
5
-450
| -99% | -$90K | ﹤0.01% | 863 |
|
|
2021
Q3 | $48K | Sell |
455
-5
| -1% | -$527 | 0.03% | 185 |
|
|
2021
Q2 | $64K | Hold |
460
| – | – | 0.02% | 320 |
|
|
2021
Q1 | $57K | Buy |
460
+5
| +1% | +$620 | 0.02% | 262 |
|
|
2020
Q4 | $56K | Hold |
455
| – | – | 0.03% | 178 |
|
|
2020
Q3 | $48K | Buy |
+455
| New | +$48K | 0.03% | 185 |
|