EWM
Evercore Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,746
-40
| -0.8% | -$12.8K | 0.02% | 181 |
|
|
2025
Q1 | $1.65M | Sell |
4,786
-101
| -2% | -$34.9K | 0.03% | 170 |
|
|
2024
Q4 | $1.39M | Buy |
4,887
+1
| +0% | +$284 | 0.02% | 190 |
|
|
2024
Q3 | $1.37M | Hold |
4,886
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $1.27M | Sell |
4,886
-403
| -8% | -$105K | 0.02% | 199 |
|
|
2024
Q1 | $1.32M | Sell |
5,289
-277
| -5% | -$69.3K | 0.02% | 195 |
|
|
2023
Q4 | $1.25M | Buy |
5,566
+67
| +1% | +$15.1K | 0.02% | 204 |
|
|
2023
Q3 | $1.25M | Buy |
5,499
+3
| +0.1% | +$684 | 0.02% | 188 |
|
|
2023
Q2 | $1.21M | Buy |
5,496
+476
| +9% | +$105K | 0.02% | 198 |
|
|
2023
Q1 | $960K | Hold |
5,020
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $946K | Sell |
5,020
-250
| -5% | -$47.1K | 0.02% | 217 |
|
|
2022
Q3 | $902K | Hold |
5,270
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $860K | Hold |
5,270
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $920K | Buy |
5,270
+4
| +0.1% | +$698 | 0.02% | 232 |
|
|
2021
Q4 | $893K | Hold |
5,266
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $783K | Hold |
5,266
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $737K | Sell |
5,266
-24
| -0.5% | -$3.36K | 0.01% | 254 |
|
|
2021
Q1 | $660K | Buy |
5,290
+24
| +0.5% | +$2.99K | 0.01% | 261 |
|
|
2020
Q4 | $651K | Hold |
5,266
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $556K | Sell |
5,266
-1,476
| -22% | -$156K | 0.01% | 253 |
|
|
2020
Q2 | $658K | Buy |
6,742
+10
| +0.1% | +$976 | 0.02% | 241 |
|
|
2020
Q1 | $549K | Sell |
6,732
-287
| -4% | -$23.4K | 0.02% | 231 |
|
|
2019
Q4 | $668K | Hold |
7,019
| – | – | 0.02% | 248 |
|
|
2019
Q3 | $629K | Sell |
7,019
-819
| -10% | -$73.4K | 0.02% | 250 |
|
|
2019
Q2 | $686K | Hold |
7,838
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $613K | Buy |
7,838
+4,836
| +161% | +$378K | 0.02% | 249 |
|
|
2018
Q4 | $221K | Hold |
3,002
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $223K | Buy |
+3,002
| New | +$223K | 0.01% | 386 |
|
|
2018
Q2 | – | Sell |
-3,002
| Closed | -$206K | – | 405 |
|
|
2018
Q1 | $206K | Hold |
3,002
| – | – | 0.01% | 339 |
|
|
2017
Q4 | $190K | Hold |
3,002
| – | – | 0.01% | 371 |
|
|
2017
Q3 | $185K | Buy |
3,002
+236
| +9% | +$14.5K | 0.01% | 374 |
|
|
2017
Q2 | $158K | Sell |
2,766
-440
| -14% | -$25.1K | 0.01% | 396 |
|
|
2017
Q1 | $181K | Hold |
3,206
| – | – | 0.01% | 381 |
|
|
2016
Q4 | $167K | Hold |
3,206
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $163K | Hold |
3,206
| – | – | 0.01% | 414 |
|
|
2016
Q2 | $153K | Sell |
3,206
-1,000
| -24% | -$47.7K | 0.01% | 406 |
|
|
2016
Q1 | $187K | Hold |
4,206
| – | – | 0.01% | 368 |
|
|
2015
Q4 | $172K | Sell |
4,206
-10
| -0.2% | -$409 | 0.01% | 395 |
|
|
2015
Q3 | $174K | Sell |
4,216
-233
| -5% | -$9.62K | 0.01% | 404 |
|
|
2015
Q2 | $209K | Buy |
4,449
+233
| +6% | +$10.9K | 0.01% | 412 |
|
|
2015
Q1 | $197K | Hold |
4,216
| – | – | 0.01% | 416 |
|
|
2014
Q4 | $198K | Sell |
4,216
-1
| -0% | -$47 | 0.01% | 361 |
|
|
2014
Q3 | $191K | Sell |
4,217
-1,300
| -24% | -$58.9K | 0.01% | 403 |
|
|
2014
Q2 | $258K | Hold |
5,517
| – | – | 0.01% | 356 |
|
|
2014
Q1 | $262K | Sell |
5,517
-1,350
| -20% | -$64.1K | 0.01% | 338 |
|
|
2013
Q4 | $321K | Buy |
6,867
+500
| +8% | +$23.4K | 0.02% | 316 |
|
|
2013
Q3 | $278K | Sell |
6,367
-400
| -6% | -$17.5K | 0.02% | 363 |
|
|
2013
Q2 | $295K | Buy |
+6,767
| New | +$295K | 0.02% | 352 |
|