Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
1,891
-25
| -1% | -$8.01K | 0.13% | 136 |
|
|
2025
Q1 | $661K | Sell |
1,916
-13
| -0.7% | -$4.49K | 0.16% | 114 |
|
|
2024
Q4 | $547K | Sell |
1,929
-39
| -2% | -$11.1K | 0.13% | 119 |
|
|
2024
Q3 | $554K | Buy |
1,968
+13
| +0.7% | +$3.66K | 0.14% | 118 |
|
|
2024
Q2 | $507K | Buy |
1,955
+54
| +3% | +$14K | 0.14% | 130 |
|
|
2024
Q1 | $475K | Buy |
1,901
+73
| +4% | +$18.3K | 0.13% | 142 |
|
|
2023
Q4 | $411K | Buy |
1,828
+74
| +4% | +$16.6K | 0.13% | 148 |
|
|
2023
Q3 | $400K | Buy |
1,754
+109
| +7% | +$24.8K | 0.15% | 133 |
|
|
2023
Q2 | $361K | Buy |
1,645
+123
| +8% | +$27K | 0.13% | 149 |
|
|
2023
Q1 | $291K | Buy |
1,522
+215
| +16% | +$41.1K | 0.12% | 181 |
|
|
2022
Q4 | $246K | Buy |
+1,307
| New | +$246K | 0.12% | 184 |
|