Financial Advocates Investment Management’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 | $549K | Sell |
1,716
-1,812
| -51% | -$580K | 0.04% | 336 |
|
|
2025
Q1 | $1.22M | Buy |
3,528
+96
| +3% | +$33.1K | 0.09% | 238 |
|
|
2024
Q4 | $974K | Sell |
3,432
-215
| -6% | -$61K | 0.06% | 305 |
|
|
2024
Q3 | $1.03M | Buy |
3,647
+59
| +2% | +$16.6K | 0.06% | 301 |
|
|
2024
Q2 | $930K | Buy |
3,588
+27
| +0.8% | +$7K | 0.06% | 304 |
|
|
2024
Q1 | $890K | Buy |
3,561
+90
| +3% | +$22.5K | 0.05% | 327 |
|
|
2023
Q4 | $781K | Buy |
3,471
+86
| +3% | +$19.3K | 0.05% | 335 |
|
|
2023
Q3 | $772K | Buy |
3,385
+65
| +2% | +$14.8K | 0.06% | 317 |
|
|
2023
Q2 | $729K | Buy |
3,320
+61
| +2% | +$13.4K | 0.05% | 319 |
|
|
2023
Q1 | $623K | Buy |
3,259
+129
| +4% | +$24.7K | 0.04% | 374 |
|
|
2022
Q4 | $590K | Buy |
+3,130
| New | +$590K | 0.04% | 406 |
|
|
2022
Q3 | – | Sell |
-2,518
| Closed | -$411K | – | 742 |
|
|
2022
Q2 | $411K | Buy |
+2,518
| New | +$411K | 0.03% | 433 |
|