Financial Synergies Wealth Advisors’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 | – | Sell |
-272
| Closed | -$68K | – | 83 |
|
|
2024
Q1 | $68K | Buy |
272
+231
| +563% | +$57.7K | 0.01% | 114 |
|
|
2023
Q4 | $7.73K | Sell |
41
-230
| -85% | -$43.4K | ﹤0.01% | 198 |
|
|
2023
Q3 | $61.8K | Hold |
271
| – | – | 0.01% | 105 |
|
|
2023
Q2 | $59.5K | Sell |
271
-7
| -3% | -$1.54K | 0.01% | 102 |
|
|
2023
Q1 | $53.1K | Buy |
278
+237
| +578% | +$45.3K | 0.01% | 109 |
|
|
2022
Q4 | $7.73K | Buy |
41
+34
| +486% | +$6.41K | ﹤0.01% | 198 |
|
|
2022
Q3 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $1.14K | Buy |
+7
| New | +$1.14K | ﹤0.01% | 295 |
|