Envestnet Portfolio Solutions’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 | $23M | Buy |
71,934
+9,283
| +15% | +$2.97M | 0.08% | 116 |
|
|
2025
Q1 | $21.6M | Sell |
62,651
-19,060
| -23% | -$6.58M | 0.08% | 114 |
|
|
2024
Q4 | $23.2M | Sell |
81,711
-1,430
| -2% | -$406K | 0.08% | 124 |
|
|
2024
Q3 | $23.4M | Sell |
83,141
-2,817
| -3% | -$793K | 0.08% | 128 |
|
|
2024
Q2 | $22.3M | Buy |
85,958
+1,053
| +1% | +$273K | 0.08% | 127 |
|
|
2024
Q1 | $21.2M | Buy |
84,905
+5,401
| +7% | +$1.35M | 0.08% | 126 |
|
|
2023
Q4 | $17.9M | Buy |
79,504
+25,617
| +48% | +$5.76M | 0.07% | 131 |
|
|
2023
Q3 | $12.3M | Buy |
+53,887
| New | +$12.3M | 0.06% | 161 |
|