D.A. Davidson & Co’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 | $926K | Buy |
2,892
+35
| +1% | +$11.2K | 0.01% | 839 |
|
|
2025
Q1 | $986K | Sell |
2,857
-83
| -3% | -$28.7K | 0.01% | 770 |
|
|
2024
Q4 | $835K | Buy |
2,940
+95
| +3% | +$27K | 0.01% | 833 |
|
|
2024
Q3 | $801K | Buy |
2,845
+30
| +1% | +$8.44K | 0.01% | 853 |
|
|
2024
Q2 | $730K | Sell |
2,815
-119
| -4% | -$30.9K | 0.01% | 843 |
|
|
2024
Q1 | $734K | Buy |
2,934
+35
| +1% | +$8.75K | 0.01% | 841 |
|
|
2023
Q4 | $652K | Buy |
2,899
+645
| +29% | +$145K | 0.01% | 850 |
|
|
2023
Q3 | $514K | Sell |
2,254
-1
| -0% | -$228 | 0.01% | 899 |
|
|
2023
Q2 | $495K | Buy |
2,255
+25
| +1% | +$5.49K | 0.01% | 930 |
|
|
2023
Q1 | $427K | Buy |
2,230
+105
| +5% | +$20.1K | ﹤0.01% | 938 |
|
|
2022
Q4 | $401K | Sell |
2,125
-22
| -1% | -$4.15K | ﹤0.01% | 934 |
|
|
2022
Q3 | $368K | Buy |
2,147
+12
| +0.6% | +$2.06K | ﹤0.01% | 930 |
|
|
2022
Q2 | $348K | Buy |
2,135
+9
| +0.4% | +$1.47K | ﹤0.01% | 951 |
|
|
2022
Q1 | $371K | Sell |
2,126
-246
| -10% | -$42.9K | ﹤0.01% | 996 |
|
|
2021
Q4 | $402K | Buy |
2,372
+79
| +3% | +$13.4K | ﹤0.01% | 952 |
|
|
2021
Q3 | $341K | Buy |
2,293
+43
| +2% | +$6.4K | ﹤0.01% | 963 |
|
|
2021
Q2 | $315K | Hold |
2,250
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $281K | Hold |
2,250
| – | – | ﹤0.01% | 974 |
|
|
2020
Q4 | $278K | Hold |
2,250
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $238K | Sell |
2,250
-900
| -29% | -$95.2K | ﹤0.01% | 820 |
|
|
2020
Q2 | $307K | Hold |
3,150
| – | – | 0.01% | 741 |
|
|
2020
Q1 | $258K | Hold |
3,150
| – | – | 0.01% | 796 |
|
|
2019
Q4 | $300K | Buy |
3,150
+445
| +16% | +$42.4K | ﹤0.01% | 820 |
|
|
2019
Q3 | $242K | Sell |
2,705
-250
| -8% | -$22.4K | ﹤0.01% | 855 |
|
|
2019
Q2 | $259K | Sell |
2,955
-50
| -2% | -$4.38K | ﹤0.01% | 825 |
|
|
2019
Q1 | $224K | Sell |
3,005
-305
| -9% | -$22.7K | ﹤0.01% | 999 |
|
|
2018
Q4 | $244K | Hold |
3,310
| – | – | ﹤0.01% | 896 |
|
|
2018
Q3 | $246K | Hold |
3,310
| – | – | ﹤0.01% | 996 |
|
|
2018
Q2 | $216K | Buy |
+3,310
| New | +$216K | ﹤0.01% | 1010 |
|
|
2017
Q3 | – | Sell |
-11,941
| Closed | -$683K | – | 1097 |
|
|
2017
Q2 | $683K | Sell |
11,941
-319
| -3% | -$18.2K | 0.02% | 537 |
|
|
2017
Q1 | $693K | Sell |
12,260
-4,598
| -27% | -$260K | 0.02% | 522 |
|
|
2016
Q4 | $874K | Sell |
16,858
-14,526
| -46% | -$753K | 0.02% | 501 |
|
|
2016
Q3 | $1.6M | Buy |
31,384
+28,977
| +1,204% | +$1.47M | 0.04% | 368 |
|
|
2016
Q2 | $114K | Buy |
2,407
+214
| +10% | +$10.1K | ﹤0.01% | 1065 |
|
|
2016
Q1 | $97K | Buy |
2,193
+605
| +38% | +$26.8K | ﹤0.01% | 1139 |
|
|
2015
Q4 | $65K | Buy |
1,588
+283
| +22% | +$11.6K | ﹤0.01% | 1295 |
|
|
2015
Q3 | $53K | Buy |
1,305
+1,135
| +668% | +$46.1K | ﹤0.01% | 1342 |
|
|
2015
Q2 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 1916 |
|
|
2014
Q1 | – | Sell |
-5
| Closed | – | – | 2092 |
|
|
2013
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2037 |
|