Doyle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $246K | Hold |
1,439
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $235K | Buy |
1,439
+8
| +0.6% | +$1.31K | 0.02% | 193 |
|
|
2022
Q1 | $250K | Hold |
1,431
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $243K | Buy |
+1,431
| New | +$243K | 0.02% | 206 |
|
|
2019
Q3 | – | Sell |
-1,424
| Closed | -$125K | – | 219 |
|
|
2019
Q2 | $125K | Buy |
+1,424
| New | +$125K | 0.02% | 246 |
|
|
2019
Q1 | – | Sell |
-1,400
| Closed | -$103K | – | 211 |
|
|
2018
Q4 | $103K | Buy |
+1,400
| New | +$103K | 0.02% | 246 |
|
|
2018
Q3 | – | Sell |
-3,300
| Closed | -$215K | – | 194 |
|
|
2018
Q2 | $215K | Hold |
3,300
| – | – | 0.04% | 170 |
|
|
2018
Q1 | $227K | Hold |
3,300
| – | – | 0.04% | 153 |
|
|
2017
Q4 | $209K | Hold |
3,300
| – | – | 0.04% | 163 |
|
|
2017
Q3 | $203K | Buy |
+3,300
| New | +$203K | 0.04% | 146 |
|