Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $519 | Sell |
2
-14
| -88% | -$3.63K | ﹤0.01% | 908 |
|
|
2024
Q1 | $3.87K | Sell |
16
-60
| -79% | -$14.5K | ﹤0.01% | 923 |
|
|
2023
Q4 | $18.1K | Buy |
76
+1
| +1% | +$239 | ﹤0.01% | 701 |
|
|
2023
Q3 | $17.8K | Sell |
75
-145
| -66% | -$34.4K | ﹤0.01% | 557 |
|
|
2023
Q2 | $4.13K | Buy |
220
+29
| +15% | +$544 | 0.01% | 509 |
|
|
2023
Q1 | $455 | Buy |
191
+2
| +1% | +$5 | 0.01% | 459 |
|
|
2022
Q4 | $4.34K | Sell |
189
-1,008
| -84% | -$23.1K | 0.02% | 425 |
|
|
2022
Q3 | $443 | Buy |
1,197
+56
| +5% | +$21 | 0.02% | 408 |
|
|
2022
Q2 | $421 | Sell |
1,141
-84
| -7% | -$31 | 0.01% | 407 |
|
|
2022
Q1 | $452 | Sell |
1,225
-135
| -10% | -$50 | 0.01% | 418 |
|
|
2021
Q4 | $447 | Buy |
1,360
+1,357
| +45,233% | +$446 | 0.01% | 498 |
|
|
2021
Q3 | $149K | Hold |
3
| – | – | 0.07% | 247 |
|
|
2021
Q2 | $140K | Sell |
3
-4
| -57% | -$187K | 0.05% | 260 |
|
|
2021
Q1 | $890 | Sell |
7
-2
| -22% | -$254 | 0.02% | 323 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 368 |
|
|
2020
Q2 | – | Sell |
-97
| Closed | -$7.91K | – | 44 |
|
|
2020
Q1 | $7.91K | Sell |
97
-53
| -35% | -$4.32K | 0.02% | 267 |
|
|
2019
Q4 | $95K | Sell |
150
-38
| -20% | -$24.1K | 0.07% | 335 |
|
|
2019
Q3 | $17K | Buy |
188
+150
| +395% | +$13.6K | 0.01% | 490 |
|
|
2019
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 765 |
|