Financial Architects (New Jersey)’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-46	Closed	-$4K	–	287
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	744
2020 Q1	$4K	Sell	46 -28	-38%	-$2.68K	﹤0.01%	717
2019 Q4	$7K	Sell	74 -256	-78%	-$23.4K	﹤0.01%	719
2019 Q3	$30K	Buy	330 +26	+9%	+$2.34K	0.01%	519
2019 Q2	$27K	Sell	304 -125	-29%	-$10.4K	0.01%	636
2019 Q1	$34K	Sell	429 -84	-16%	-$6.47K	0.01%	718
2018 Q4	$38K	Hold	513	–	–	0.01%	615
2018 Q3	$38K	Buy	513 +199	+63%	+$14.3K	0.01%	717
2018 Q2	$20K	Buy	314 +84	+37%	+$5.69K	﹤0.01%	802
2018 Q1	$16K	Hold	230	–	–	﹤0.01%	941
2017 Q4	$15K	Hold	230	–	–	﹤0.01%	1034
2017 Q3	$14K	Sell	230 -57	-20%	-$3.35K	﹤0.01%	1041
2017 Q2	$16K	Hold	287	–	–	﹤0.01%	1016
2017 Q1	$16K	Hold	287	–	–	﹤0.01%	995
2016 Q4	$15K	Hold	287	–	–	﹤0.01%	900
2016 Q3	$15K	Hold	287	–	–	﹤0.01%	907
2016 Q2	$14K	Buy	287 +57	+25%	+$2.64K	﹤0.01%	878
2016 Q1	$10K	Buy	+230	New	+$9.18K	﹤0.01%	742
2015 Q3	–	Sell	-125	Closed	-$6K	–	228
2015 Q2	$6K	Hold	125	–	–	﹤0.01%	893
2015 Q1	$6K	Hold	125	–	–	﹤0.01%	823
2014 Q4	$6K	Buy	+125	New	+$5.86K	﹤0.01%	779