Fairfield Financial Advisors’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 | $3.19M | Buy |
9,961
+1,758
| +21% | +$563K | 1.12% | 25 |
|
|
2025
Q1 | $2.83M | Buy |
8,203
+837
| +11% | +$289K | 1.07% | 22 |
|
|
2024
Q4 | $2.09M | Buy |
7,366
+1,228
| +20% | +$349K | 0.74% | 25 |
|
|
2024
Q3 | $1.73M | Buy |
6,138
+537
| +10% | +$151K | 0.59% | 34 |
|
|
2024
Q2 | $1.45M | Buy |
+5,601
| New | +$1.45M | 0.43% | 36 |
|
|
2023
Q4 | $655K | Buy |
2,915
+2,405
| +472% | +$541K | 0.25% | 44 |
|
|
2023
Q3 | $116K | Buy |
510
+421
| +473% | +$95.9K | 0.05% | 89 |
|
|
2023
Q2 | $19.5K | Buy |
89
+1
| +1% | +$219 | 0.01% | 190 |
|
|
2023
Q1 | $16.8K | Hold |
88
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $16.6K | Hold |
88
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $15.1K | Hold |
88
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $14.3K | Buy |
88
+1
| +1% | +$163 | 0.01% | 178 |
|
|
2022
Q1 | $15.3K | Buy |
+87
| New | +$15.3K | 0.01% | 198 |
|