Deseret Mutual Benefit Administrators’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 | $92.5K | Hold |
289
| – | – | 0.04% | 225 |
|
|
2025
Q1 | $99.8K | Hold |
289
| – | – | 0.05% | 208 |
|
|
2024
Q4 | $82K | Sell |
289
-6
| -2% | -$1.7K | 0.04% | 234 |
|
|
2024
Q3 | $83K | Sell |
295
-49
| -14% | -$13.8K | 0.04% | 237 |
|
|
2024
Q2 | $89.2K | Hold |
344
| – | – | 0.04% | 221 |
|
|
2024
Q1 | $86K | Hold |
344
| – | – | 0.04% | 228 |
|
|
2023
Q4 | $77.4K | Sell |
344
-95
| -22% | -$21.4K | 0.04% | 218 |
|
|
2023
Q3 | $100K | Sell |
439
-79
| -15% | -$18K | 0.05% | 207 |
|
|
2023
Q2 | $114K | Sell |
518
-7
| -1% | -$1.54K | 0.04% | 206 |
|
|
2023
Q1 | $100K | Hold |
525
| – | – | 0.04% | 215 |
|
|
2022
Q4 | $99K | Sell |
525
-463
| -47% | -$87.3K | 0.04% | 215 |
|
|
2022
Q3 | $169K | Sell |
988
-274
| -22% | -$46.9K | 0.05% | 224 |
|
|
2022
Q2 | $206K | Hold |
1,262
| – | – | 0.05% | 223 |
|
|
2022
Q1 | $220K | Sell |
1,262
-198
| -14% | -$34.5K | 0.04% | 235 |
|
|
2021
Q4 | $248K | Hold |
1,460
| – | – | 0.04% | 235 |
|
|
2021
Q3 | $217K | Buy |
1,460
+848
| +139% | +$126K | 0.04% | 248 |
|
|
2021
Q2 | $86K | Buy |
+612
| New | +$86K | 0.02% | 406 |
|