Douglas Lane & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-821
| Closed | -$231K | – | 233 |
|
|
2024
Q3 | $231K | Sell |
821
-30
| -4% | -$8.44K | ﹤0.01% | 220 |
|
|
2024
Q2 | $221K | Sell |
851
-191
| -18% | -$49.5K | ﹤0.01% | 217 |
|
|
2024
Q1 | $261K | Hold |
1,042
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $234K | Sell |
1,042
-235
| -18% | -$52.8K | ﹤0.01% | 223 |
|
|
2023
Q3 | $291K | Buy |
1,277
+215
| +20% | +$49K | ﹤0.01% | 202 |
|
|
2023
Q2 | $233K | Buy |
+1,062
| New | +$233K | ﹤0.01% | 216 |
|