Fiduciary Trust’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 | $1.38M | Buy |
4,299
+205
| +5% | +$65.6K | 0.02% | 339 |
|
|
2025
Q1 | $1.41M | Buy |
4,094
+167
| +4% | +$57.6K | 0.02% | 327 |
|
|
2024
Q4 | $1.11M | Buy |
3,927
+280
| +8% | +$79.5K | 0.01% | 340 |
|
|
2024
Q3 | $1.03M | Hold |
3,647
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $946K | Buy |
3,647
+160
| +5% | +$41.5K | 0.01% | 352 |
|
|
2024
Q1 | $872K | Sell |
3,487
-321
| -8% | -$80.3K | 0.01% | 370 |
|
|
2023
Q4 | $856K | Buy |
3,808
+469
| +14% | +$105K | 0.01% | 361 |
|
|
2023
Q3 | $761K | Buy |
3,339
+646
| +24% | +$147K | 0.01% | 358 |
|
|
2023
Q2 | $591K | Buy |
2,693
+2
| +0.1% | +$439 | 0.01% | 416 |
|
|
2023
Q1 | $515K | Sell |
2,691
-1,056
| -28% | -$202K | 0.01% | 435 |
|
|
2022
Q4 | $706K | Sell |
3,747
-4
| -0.1% | -$754 | 0.01% | 395 |
|
|
2022
Q3 | $642K | Buy |
3,751
+4
| +0.1% | +$685 | 0.01% | 400 |
|
|
2022
Q2 | $611K | Hold |
3,747
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $654K | Sell |
3,747
-716
| -16% | -$125K | 0.01% | 421 |
|
|
2021
Q4 | $757K | Hold |
4,463
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $663K | Hold |
4,463
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $625K | Buy |
4,463
+112
| +3% | +$15.7K | 0.01% | 426 |
|
|
2021
Q1 | $543K | Hold |
4,351
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $538K | Hold |
4,351
| – | – | 0.01% | 423 |
|
|
2020
Q3 | $459K | Sell |
4,351
-8
| -0.2% | -$844 | 0.01% | 410 |
|
|
2020
Q2 | $425K | Buy |
+4,359
| New | +$425K | 0.01% | 402 |
|