Dynamic Advisor Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
1,728
+114
| +7% | +$36.5K | 0.02% | 582 |
|
|
2025
Q1 | $557K | Buy |
1,614
+47
| +3% | +$16.2K | 0.02% | 555 |
|
|
2024
Q4 | $445K | Sell |
1,567
-84
| -5% | -$23.8K | 0.02% | 449 |
|
|
2024
Q3 | $465K | Buy |
1,651
+11
| +0.7% | +$3.1K | 0.01% | 632 |
|
|
2024
Q2 | $425K | Sell |
1,640
-384
| -19% | -$99.6K | 0.01% | 663 |
|
|
2024
Q1 | $506K | Buy |
2,024
+311
| +18% | +$77.8K | 0.02% | 604 |
|
|
2023
Q4 | $386K | Buy |
1,713
+296
| +21% | +$66.7K | 0.01% | 644 |
|
|
2023
Q3 | $323K | Buy |
1,417
+78
| +6% | +$17.8K | 0.02% | 637 |
|
|
2023
Q2 | $294K | Buy |
1,339
+27
| +2% | +$5.93K | 0.02% | 634 |
|
|
2023
Q1 | $251K | Buy |
+1,312
| New | +$251K | 0.01% | 640 |
|
|
2018
Q2 | – | Sell |
-7,797
| Closed | -$536K | – | 409 |
|
|
2018
Q1 | $536K | Sell |
7,797
-42
| -0.5% | -$2.89K | 0.14% | 178 |
|
|
2017
Q4 | $496K | Hold |
7,839
| – | – | 0.16% | 153 |
|
|
2017
Q3 | $482K | Buy |
7,839
+1
| +0% | +$61 | 0.19% | 144 |
|
|
2017
Q2 | $449K | Hold |
7,838
| – | – | 0.17% | 146 |
|
|
2017
Q1 | $443K | Sell |
7,838
-65
| -0.8% | -$3.67K | 0.17% | 140 |
|
|
2016
Q4 | $411K | Buy |
7,903
+1
| +0% | +$52 | 0.16% | 154 |
|
|
2016
Q3 | $402K | Buy |
+7,902
| New | +$402K | 0.15% | 165 |
|