Fidelis Capital Partners’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 | $535K | Buy |
1,870
+53
| +3% | +$15.2K | 0.05% | 244 |
|
|
2025
Q1 | $586K | Buy |
1,817
+17
| +0.9% | +$5.48K | 0.06% | 227 |
|
|
2024
Q4 | $556K | Buy |
1,800
+205
| +13% | +$63.3K | 0.06% | 238 |
|
|
2024
Q3 | $461K | Buy |
1,595
+20
| +1% | +$5.78K | 0.05% | 246 |
|
|
2024
Q2 | $444K | Buy |
1,575
+167
| +12% | +$47K | 0.06% | 228 |
|
|
2024
Q1 | $352K | Sell |
1,408
-18
| -1% | -$4.5K | 0.05% | 262 |
|
|
2023
Q4 | $321K | Buy |
1,426
+101
| +8% | +$22.7K | 0.07% | 235 |
|
|
2023
Q3 | $302K | Buy |
1,325
+47
| +4% | +$10.7K | 0.1% | 195 |
|
|
2023
Q2 | $281K | Buy |
1,278
+50
| +4% | +$11K | 0.1% | 209 |
|
|
2023
Q1 | $263K | Buy |
+1,228
| New | +$263K | 0.11% | 200 |
|