DI
Disciplined Investments’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
5,897
-1
| -0% | -$318 | 0.79% | 38 |
|
|
2025
Q1 | $2.01M | Buy |
5,898
+46
| +0.8% | +$15.7K | 0.92% | 36 |
|
|
2024
Q4 | $1.66M | Buy |
5,852
+3
| +0.1% | +$852 | 0.82% | 41 |
|
|
2024
Q3 | $1.64M | Buy |
5,849
+38
| +0.7% | +$10.6K | 0.81% | 40 |
|
|
2024
Q2 | $1.51M | Buy |
+5,811
| New | +$1.51M | 0.8% | 39 |
|
|
2024
Q1 | – | Sell |
-5,471
| Closed | -$1.23M | – | 118 |
|
|
2023
Q4 | $1.23M | Sell |
5,471
-1
| -0% | -$225 | 0.72% | 42 |
|
|
2023
Q3 | $1.25M | Sell |
5,472
-32
| -0.6% | -$7.29K | 0.76% | 45 |
|
|
2023
Q2 | $1.21M | Buy |
5,504
+87
| +2% | +$19.1K | 0.65% | 45 |
|
|
2023
Q1 | $1.04M | Buy |
5,417
+5,399
| +29,994% | +$1.03M | 0.44% | 64 |
|
|
2022
Q4 | $3.39K | Sell |
18
-5,324
| -100% | -$1M | ﹤0.01% | 464 |
|
|
2022
Q3 | $915K | Sell |
5,342
-287
| -5% | -$49.2K | 0.42% | 62 |
|
|
2022
Q2 | $918K | Buy |
5,629
+94
| +2% | +$15.3K | 0.41% | 61 |
|
|
2022
Q1 | $966K | Buy |
5,535
+83
| +2% | +$14.5K | 0.4% | 63 |
|
|
2021
Q4 | $925K | Sell |
5,452
-1,000
| -15% | -$170K | 0.41% | 57 |
|
|
2021
Q3 | $959K | Buy |
6,452
+82
| +1% | +$12.2K | 0.47% | 53 |
|
|
2021
Q2 | $892K | Sell |
6,370
-718
| -10% | -$101K | 0.46% | 55 |
|
|
2021
Q1 | $884K | Buy |
+7,088
| New | +$884K | 0.52% | 51 |
|