Evoke Wealth’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
Q4 | – | Sell |
-174
| Closed | -$30K | – | 377 |
|
|
2022
Q3 | $30K | Buy |
174
+20
| +13% | +$3.45K | ﹤0.01% | 586 |
|
|
2022
Q2 | $25K | Hold |
154
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $27K | Sell |
154
-34
| -18% | -$5.96K | ﹤0.01% | 601 |
|
|
2021
Q4 | $32K | Buy |
188
+150
| +395% | +$25.5K | ﹤0.01% | 595 |
|
|
2021
Q3 | $5K | Sell |
38
-27
| -42% | -$3.55K | ﹤0.01% | 835 |
|
|
2021
Q2 | $9K | Buy |
65
+24
| +59% | +$3.32K | ﹤0.01% | 757 |
|
|
2021
Q1 | $5K | Buy |
41
+32
| +356% | +$3.9K | ﹤0.01% | 825 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 934 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 898 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 937 |
|
|
2020
Q1 | $741 | Sell |
9
-51
| -85% | -$4.2K | ﹤0.01% | 971 |
|
|
2019
Q4 | $5.72K | Buy |
60
+19
| +46% | +$1.81K | ﹤0.01% | 880 |
|
|
2019
Q3 | $3.68K | Buy |
+41
| New | +$3.68K | ﹤0.01% | 1084 |
|