Farther Finance 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 | $2.52M | Sell |
7,872
-815
| -9% | -$261K | 0.05% | 308 |
|
|
2025
Q1 | $2.99M | Sell |
8,687
-717
| -8% | -$247K | 0.08% | 232 |
|
|
2024
Q4 | $2.67M | Buy |
9,404
+658
| +8% | +$187K | 0.1% | 172 |
|
|
2024
Q3 | $2.46M | Sell |
8,746
-28
| -0.3% | -$7.88K | 0.09% | 177 |
|
|
2024
Q2 | $2.27M | Buy |
8,774
+48
| +0.6% | +$12.4K | 0.11% | 146 |
|
|
2024
Q1 | $2.16M | Buy |
8,726
+1,442
| +20% | +$356K | 0.13% | 131 |
|
|
2023
Q4 | $1.64M | Buy |
7,284
+5,981
| +459% | +$1.35M | 0.12% | 158 |
|
|
2023
Q3 | $297K | Buy |
1,303
+1,157
| +792% | +$264K | 0.05% | 295 |
|
|
2023
Q2 | $32.1K | Buy |
146
+16
| +12% | +$3.51K | 0.01% | 829 |
|
|
2023
Q1 | $24.9K | Buy |
130
+28
| +27% | +$5.36K | 0.01% | 834 |
|
|
2022
Q4 | $19.2K | Buy |
+102
| New | +$19.2K | 0.01% | 751 |
|