Donaldson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,079
| Closed | -$246K | – | 216 |
|
|
2023
Q3 | $246K | Sell |
1,079
-6
| -0.6% | -$1.37K | 0.01% | 205 |
|
|
2023
Q2 | $238K | Buy |
+1,085
| New | +$238K | 0.01% | 214 |
|
|
2014
Q2 | – | Sell |
-4,298
| Closed | -$204K | – | 143 |
|
|
2014
Q1 | $204K | Sell |
4,298
-1,025
| -19% | -$48.7K | 0.04% | 108 |
|
|
2013
Q4 | $250K | Sell |
5,323
-225
| -4% | -$10.6K | 0.05% | 90 |
|
|
2013
Q3 | $242K | Sell |
5,548
-775
| -12% | -$33.8K | 0.05% | 89 |
|
|
2013
Q2 | $276K | Buy |
+6,323
| New | +$276K | 0.06% | 80 |
|