Ethic Inc’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 | $8.28M | Sell |
26,053
-7,187
| -22% | -$2.28M | 0.15% | 147 |
|
|
2025
Q1 | $11.4M | Buy |
33,240
+4,650
| +16% | +$1.6M | 0.23% | 89 |
|
|
2024
Q4 | $8.12M | Buy |
28,590
+803
| +3% | +$228K | 0.16% | 129 |
|
|
2024
Q3 | $6.95M | Buy |
27,787
+2,049
| +8% | +$512K | 0.18% | 128 |
|
|
2024
Q2 | $6.67M | Sell |
25,738
-2,049
| -7% | -$531K | 0.16% | 140 |
|
|
2024
Q1 | $6.95M | Buy |
27,787
+578
| +2% | +$145K | 0.18% | 128 |
|
|
2023
Q4 | $6.12M | Buy |
27,209
+1,725
| +7% | +$388K | 0.18% | 123 |
|
|
2023
Q3 | $5.81M | Buy |
25,484
+1,179
| +5% | +$269K | 0.2% | 105 |
|
|
2023
Q2 | $5.34M | Buy |
24,305
+3,624
| +18% | +$796K | 0.2% | 116 |
|
|
2023
Q1 | $3.96M | Buy |
20,681
+3,691
| +22% | +$706K | 0.16% | 163 |
|
|
2022
Q4 | $3.2M | Buy |
16,990
+1,739
| +11% | +$328K | 0.17% | 151 |
|
|
2022
Q3 | $2.61M | Sell |
15,251
-786
| -5% | -$135K | 0.18% | 141 |
|
|
2022
Q2 | $2.62M | Buy |
16,037
+6,403
| +66% | +$1.04M | 0.18% | 136 |
|
|
2022
Q1 | $1.68M | Buy |
9,634
+2,910
| +43% | +$508K | 0.12% | 227 |
|
|
2021
Q4 | $1.14M | Buy |
6,724
+983
| +17% | +$167K | 0.09% | 259 |
|
|
2021
Q3 | $853K | Sell |
5,741
-300
| -5% | -$44.6K | 0.09% | 255 |
|
|
2021
Q2 | $846K | Buy |
6,041
+2,035
| +51% | +$285K | 0.1% | 242 |
|
|
2021
Q1 | $500K | Buy |
4,006
+1,832
| +84% | +$229K | 0.09% | 281 |
|
|
2020
Q4 | $269K | Buy |
2,174
+183
| +9% | +$22.6K | 0.07% | 327 |
|
|
2020
Q3 | $210K | Sell |
1,991
-112
| -5% | -$11.8K | 0.08% | 298 |
|
|
2020
Q2 | $205K | Buy |
+2,103
| New | +$205K | 0.12% | 242 |
|