FineMark National Bank & Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

FineMark National Bank & Trust’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.4M	Sell	48,090 -244	-0.5%	-$78.1K	0.52%	51
2025 Q1	$16.7M	Buy	48,334 +1,465	+3%	+$506K	0.61%	45
2024 Q4	$13.3M	Buy	46,869 +788	+2%	+$224K	0.46%	60
2024 Q3	$13M	Sell	46,081 -403	-0.9%	-$113K	0.45%	68
2024 Q2	$12.1M	Buy	46,484 +667	+1%	+$173K	0.44%	71
2024 Q1	$11.5M	Buy	45,817 +976	+2%	+$244K	0.43%	71
2023 Q4	$10.1M	Sell	44,841 -163	-0.4%	-$36.7K	0.41%	70
2023 Q3	$10.3M	Sell	45,004 -689	-2%	-$157K	0.45%	65
2023 Q2	$10M	Sell	45,693 -880	-2%	-$193K	0.41%	66
2023 Q1	$8.91M	Sell	46,573 -1,072	-2%	-$205K	0.38%	72
2022 Q4	$8.98M	Buy	47,645 +229	+0.5%	+$43.2K	0.4%	66
2022 Q3	$8.12M	Sell	47,416 -25,432	-35%	-$4.35M	0.39%	67
2022 Q2	$11.9M	Sell	72,848 -288	-0.4%	-$47K	0.53%	43
2022 Q1	$12.8M	Buy	73,136 +1,796	+3%	+$314K	0.5%	47
2021 Q4	$12.1M	Buy	71,340 +3,345	+5%	+$568K	0.46%	52
2021 Q3	$10.1M	Buy	67,995 +26,028	+62%	+$3.87M	0.43%	60
2021 Q2	$5.88M	Buy	41,967 +2,158	+5%	+$302K	0.24%	91
2021 Q1	$4.97M	Buy	+39,809	New	+$4.97M	0.21%	100
2017 Q1	–	Sell	-1,303	Closed	-$68K	–	391
2016 Q4	$68K	Sell	1,303 -101	-7%	-$5.27K	0.01%	564
2016 Q3	$71K	Buy	1,404 +33	+2%	+$1.67K	0.01%	534
2016 Q2	$65K	Hold	1,371	–	–	0.01%	528
2016 Q1	$61K	Sell	1,371 -77	-5%	-$3.43K	0.01%	528
2015 Q4	$59K	Buy	1,448 +406	+39%	+$16.5K	0.01%	560
2015 Q3	$43K	Sell	1,042 -66	-6%	-$2.72K	0.01%	659
2015 Q2	$52K	Sell	1,108 -42	-4%	-$1.97K	0.01%	644
2015 Q1	$53K	Buy	1,150 +918	+396%	+$42.3K	0.01%	659
2014 Q4	$11K	Hold	232	–	–	﹤0.01%	1003
2014 Q3	$11K	Hold	232	–	–	﹤0.01%	993
2014 Q2	$11K	Sell	232 -79	-25%	-$3.75K	﹤0.01%	1012
2014 Q1	$15K	Sell	311 -631	-67%	-$30.4K	﹤0.01%	956
2013 Q4	$44K	Buy	942 +608	+182%	+$28.4K	0.01%	609
2013 Q3	$14K	Buy	334 +33	+11%	+$1.38K	﹤0.01%	902
2013 Q2	$13K	Buy	+301	New	+$13K	﹤0.01%	892