ERn Financial LLC’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 | – | Sell |
-2,319
| Closed | -$800K | – | 148 |
|
|
2025
Q1 | $800K | Sell |
2,319
-28
| -1% | -$9.67K | 0.13% | 112 |
|
|
2024
Q4 | $666K | Buy |
2,347
+19
| +0.8% | +$5.39K | 0.1% | 128 |
|
|
2024
Q3 | $655K | Buy |
2,328
+5
| +0.2% | +$1.41K | 0.1% | 128 |
|
|
2024
Q2 | $602K | Sell |
2,323
-219
| -9% | -$56.8K | 0.1% | 128 |
|
|
2024
Q1 | $636K | Buy |
2,542
+47
| +2% | +$11.8K | 0.11% | 122 |
|
|
2023
Q4 | $591K | Buy |
2,495
+25
| +1% | +$5.92K | 0.11% | 113 |
|
|
2023
Q3 | $563K | Sell |
2,470
-29
| -1% | -$6.61K | 0.12% | 114 |
|
|
2023
Q2 | $549K | Buy |
2,499
+253
| +11% | +$55.6K | 0.11% | 116 |
|
|
2023
Q1 | $430K | Buy |
2,246
+80
| +4% | +$15.3K | 0.09% | 128 |
|
|
2022
Q4 | $408K | Sell |
2,166
-151
| -7% | -$28.5K | 0.09% | 132 |
|
|
2022
Q3 | $397K | Buy |
2,317
+659
| +40% | +$113K | 0.1% | 124 |
|
|
2022
Q2 | $270K | Buy |
+1,658
| New | +$270K | 0.07% | 141 |
|