Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-46
| Closed | -$4K | – | 286 |
|
|
2020
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $4K | Sell |
46
-28
| -38% | -$2.44K | ﹤0.01% | 716 |
|
|
2019
Q4 | $7K | Sell |
74
-256
| -78% | -$24.2K | ﹤0.01% | 719 |
|
|
2019
Q3 | $30K | Buy |
330
+26
| +9% | +$2.36K | 0.01% | 509 |
|
|
2019
Q2 | $27K | Sell |
304
-125
| -29% | -$11.1K | 0.01% | 553 |
|
|
2019
Q1 | $34K | Sell |
429
-84
| -16% | -$6.66K | 0.01% | 637 |
|
|
2018
Q4 | $38K | Hold |
513
| – | – | 0.01% | 557 |
|
|
2018
Q3 | $38K | Buy |
513
+199
| +63% | +$14.7K | 0.01% | 612 |
|
|
2018
Q2 | $20K | Buy |
314
+84
| +37% | +$5.35K | ﹤0.01% | 802 |
|
|
2018
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 820 |
|
|
2017
Q4 | $15K | Hold |
230
| – | – | ﹤0.01% | 910 |
|
|
2017
Q3 | $14K | Sell |
230
-57
| -20% | -$3.47K | ﹤0.01% | 944 |
|
|
2017
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 909 |
|
|
2017
Q1 | $16K | Hold |
287
| – | – | ﹤0.01% | 896 |
|
|
2016
Q4 | $15K | Hold |
287
| – | – | ﹤0.01% | 888 |
|
|
2016
Q3 | $15K | Hold |
287
| – | – | ﹤0.01% | 894 |
|
|
2016
Q2 | $14K | Buy |
287
+57
| +25% | +$2.78K | ﹤0.01% | 869 |
|
|
2016
Q1 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 726 |
|
|
2015
Q3 | – | Sell |
-125
| Closed | -$6K | – | 226 |
|
|
2015
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 868 |
|
|
2015
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 811 |
|
|
2014
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 765 |
|