EI
Ellevest Inc’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
1,667
-604
| -27% | -$193K | 0.09% | 185 |
|
|
2025
Q1 | $784K | Buy |
2,271
+568
| +33% | +$196K | 0.05% | 127 |
|
|
2024
Q4 | $483K | Buy |
1,703
+326
| +24% | +$92.5K | 0.03% | 204 |
|
|
2024
Q3 | $387K | Sell |
1,377
-122
| -8% | -$34.3K | 0.02% | 271 |
|
|
2024
Q2 | $389K | Sell |
1,499
-593
| -28% | -$154K | 0.02% | 261 |
|
|
2024
Q1 | $523K | Buy |
2,092
+12
| +0.6% | +$3K | 0.03% | 188 |
|
|
2023
Q4 | $468K | Sell |
2,080
-6
| -0.3% | -$1.35K | 0.03% | 195 |
|
|
2023
Q3 | $475K | Sell |
2,086
-96
| -4% | -$21.9K | 0.04% | 162 |
|
|
2023
Q2 | $479K | Buy |
2,182
+614
| +39% | +$135K | 0.04% | 162 |
|
|
2023
Q1 | $300K | Sell |
1,568
-44
| -3% | -$8.42K | 0.02% | 234 |
|
|
2022
Q4 | $304K | Buy |
1,612
+138
| +9% | +$26K | 0.03% | 227 |
|
|
2022
Q3 | $252K | Sell |
1,474
-3
| -0.2% | -$513 | 0.02% | 229 |
|
|
2022
Q2 | $241K | Buy |
1,477
+1,156
| +360% | +$189K | 0.02% | 246 |
|
|
2022
Q1 | $56K | Buy |
321
+41
| +15% | +$7.15K | ﹤0.01% | 498 |
|
|
2021
Q4 | $48K | Buy |
280
+66
| +31% | +$11.3K | ﹤0.01% | 518 |
|
|
2021
Q3 | $32K | Sell |
214
-6
| -3% | -$897 | ﹤0.01% | 568 |
|
|
2021
Q2 | $31K | Buy |
220
+11
| +5% | +$1.55K | ﹤0.01% | 560 |
|
|
2021
Q1 | $26K | Sell |
209
-26
| -11% | -$3.23K | ﹤0.01% | 608 |
|
|
2020
Q4 | $29K | Buy |
235
+20
| +9% | +$2.47K | ﹤0.01% | 555 |
|
|
2020
Q3 | $23K | Sell |
215
-81
| -27% | -$8.67K | ﹤0.01% | 499 |
|
|
2020
Q2 | $29K | Sell |
296
-36
| -11% | -$3.53K | 0.01% | 437 |
|
|
2020
Q1 | $27K | Buy |
332
+178
| +116% | +$14.5K | 0.01% | 370 |
|
|
2019
Q4 | $15K | Buy |
+154
| New | +$15K | ﹤0.01% | 462 |
|