Dorsey & Whitney Trust’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 | $840K | Buy |
2,623
+35
| +1% | +$11.2K | 0.04% | 308 |
|
|
2025
Q1 | $893K | Sell |
2,588
-1,082
| -29% | -$374K | 0.05% | 285 |
|
|
2024
Q4 | $1.04M | Sell |
3,670
-352
| -9% | -$99.9K | 0.06% | 256 |
|
|
2024
Q3 | $1.13M | Buy |
4,022
+1,723
| +75% | +$485K | 0.06% | 238 |
|
|
2024
Q2 | $596K | Buy |
2,299
+184
| +9% | +$47.7K | 0.04% | 316 |
|
|
2024
Q1 | $529K | Buy |
2,115
+22
| +1% | +$5.5K | 0.04% | 351 |
|
|
2023
Q4 | $471K | Buy |
2,093
+7
| +0.3% | +$1.57K | 0.04% | 357 |
|
|
2023
Q3 | $475K | Buy |
2,086
+65
| +3% | +$14.8K | 0.04% | 322 |
|
|
2023
Q2 | $444K | Buy |
2,021
+30
| +2% | +$6.59K | 0.04% | 349 |
|
|
2023
Q1 | $381K | Buy |
1,991
+215
| +12% | +$41.1K | 0.03% | 364 |
|
|
2022
Q4 | $335K | Buy |
1,776
+17
| +1% | +$3.21K | 0.03% | 383 |
|
|
2022
Q3 | $301K | Buy |
1,759
+92
| +6% | +$15.7K | 0.03% | 400 |
|
|
2022
Q2 | $272K | Buy |
1,667
+5
| +0.3% | +$816 | 0.03% | 426 |
|
|
2022
Q1 | $291K | Sell |
1,662
-11
| -0.7% | -$1.93K | 0.03% | 430 |
|
|
2021
Q4 | $284K | Buy |
1,673
+96
| +6% | +$16.3K | 0.02% | 420 |
|
|
2021
Q3 | $234K | Hold |
1,577
| – | – | 0.02% | 467 |
|
|
2021
Q2 | $221K | Buy |
+1,577
| New | +$221K | 0.02% | 483 |
|