DA
DCM Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,082
| Closed | -$528K | – | 73 |
|
|
2022
Q3 | $528K | Sell |
3,082
-2,093
| -40% | -$358K | 0.27% | 88 |
|
|
2022
Q2 | $845K | Sell |
5,175
-397
| -7% | -$64.8K | 0.37% | 74 |
|
|
2022
Q1 | $973K | Buy |
5,572
+474
| +9% | +$82.8K | 0.34% | 76 |
|
|
2021
Q4 | $865K | Buy |
5,098
+1,598
| +46% | +$271K | 0.26% | 95 |
|
|
2021
Q3 | $520K | Hold |
3,500
| – | – | 0.2% | 133 |
|
|
2021
Q2 | $490K | Hold |
3,500
| – | – | 0.28% | 110 |
|
|
2021
Q1 | $437K | Sell |
3,500
-35,000
| -91% | -$4.37M | 0.25% | 125 |
|
|
2020
Q4 | $4.76M | Buy |
+38,500
| New | +$4.76M | 2.77% | 3 |
|