DACG
Donor Advised Charitable Giving’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
27,855
+11,825
| +74% | +$3.79M | 0.18% | 2 |
|
|
2025
Q1 | $5.53M | Hold |
16,030
| – | – | 0.16% | 4 |
|
|
2024
Q4 | $4.55M | Sell |
16,030
-3,450
| -18% | -$979K | 0.1% | 4 |
|
|
2024
Q3 | $5.48M | Sell |
19,480
-7,040
| -27% | -$1.98M | 0.13% | 3 |
|
|
2024
Q2 | $6.88M | Buy |
26,520
+7,780
| +42% | +$2.02M | 0.16% | 3 |
|
|
2024
Q1 | $4.69M | Hold |
18,740
| – | – | 0.15% | 5 |
|
|
2023
Q4 | $4.21M | Sell |
18,740
-11,000
| -37% | -$2.47M | 0.23% | 6 |
|
|
2023
Q3 | $6.78M | Hold |
29,740
| – | – | 0.42% | 3 |
|
|
2023
Q2 | $6.53M | Hold |
29,740
| – | – | 0.42% | 3 |
|
|
2023
Q1 | $5.69M | Buy |
29,740
+16,390
| +123% | +$3.14M | 0.52% | 6 |
|
|
2022
Q4 | $2.52M | Buy |
+13,350
| New | +$2.52M | 0.42% | 7 |
|