Elmwood 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
Q1 | – | Sell |
-25
| Closed | -$4K | – | 119 |
|
|
2021
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 320 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 282 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 212 |
|
|
2020
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 212 |
|