FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,107
| Closed | -$2.66M | – | 624 |
|
|
2023
Q2 | $2.66M | Buy |
+12,107
| New | +$2.66M | 0.15% | 159 |
|
|
2017
Q4 | – | Sell |
-28,330
| Closed | -$1.74M | – | 1241 |
|
|
2017
Q3 | $1.74M | Sell |
28,330
-862
| -3% | -$53.1K | 0.05% | 355 |
|
|
2017
Q2 | $1.67M | Sell |
29,192
-193
| -0.7% | -$11K | 0.05% | 355 |
|
|
2017
Q1 | $1.66M | Buy |
29,385
+1,283
| +5% | +$72.5K | 0.05% | 342 |
|
|
2016
Q4 | $1.46M | Buy |
+28,102
| New | +$1.46M | 0.04% | 385 |
|
|
2016
Q1 | – | Sell |
-6,098
| Closed | -$250K | – | 895 |
|
|
2015
Q4 | $250K | Buy |
+6,098
| New | +$250K | 0.01% | 771 |
|
|
2015
Q3 | – | Sell |
-4,654
| Closed | -$220K | – | 738 |
|
|
2015
Q2 | $220K | Buy |
4,654
+54
| +1% | +$2.55K | 0.01% | 860 |
|
|
2015
Q1 | $217K | Sell |
4,600
-731
| -14% | -$34.5K | ﹤0.01% | 1399 |
|
|
2014
Q4 | $251K | Buy |
+5,331
| New | +$251K | 0.02% | 786 |
|