First Business Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
1,037
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $358K | Hold |
1,037
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $294K | Sell |
1,037
-10
| -1% | -$2.84K | 0.03% | 142 |
|
|
2024
Q3 | $295K | Buy |
1,047
+10
| +1% | +$2.81K | 0.03% | 133 |
|
|
2024
Q2 | $269K | Sell |
1,037
-250
| -19% | -$64.8K | 0.03% | 137 |
|
|
2024
Q1 | $322K | Sell |
1,287
-7
| -0.5% | -$1.75K | 0.03% | 133 |
|
|
2023
Q4 | $291K | Sell |
1,294
-11
| -0.8% | -$2.47K | 0.03% | 135 |
|
|
2023
Q3 | $297K | Buy |
1,305
+29
| +2% | +$6.61K | 0.04% | 135 |
|
|
2023
Q2 | $280K | Hold |
1,276
| – | – | 0.03% | 141 |
|
|
2023
Q1 | $244K | Hold |
1,276
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $241K | Hold |
1,276
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $218K | Hold |
1,276
| – | – | 0.03% | 151 |
|
|
2022
Q2 | $208K | Hold |
1,276
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $223K | Hold |
1,276
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $216K | Buy |
+1,276
| New | +$216K | 0.02% | 164 |
|
|
2019
Q4 | – | Sell |
-9,819
| Closed | -$879K | – | 125 |
|
|
2019
Q3 | $879K | Buy |
9,819
+170
| +2% | +$15.2K | 0.15% | 41 |
|
|
2019
Q2 | $845K | Sell |
9,649
-59
| -0.6% | -$5.17K | 0.15% | 37 |
|
|
2019
Q1 | $758K | Sell |
9,708
-192
| -2% | -$15K | 0.14% | 42 |
|
|
2018
Q4 | $730K | Sell |
9,900
-802
| -7% | -$59.1K | 0.12% | 58 |
|
|
2018
Q3 | $797K | Hold |
10,702
| – | – | 0.13% | 51 |
|
|
2018
Q2 | $699K | Sell |
10,702
-167
| -2% | -$10.9K | 0.13% | 50 |
|
|
2018
Q1 | $747K | Buy |
10,869
+734
| +7% | +$50.4K | 0.14% | 44 |
|
|
2017
Q4 | $641K | Buy |
10,135
+2,160
| +27% | +$137K | 0.12% | 56 |
|
|
2017
Q3 | $491K | Buy |
+7,975
| New | +$491K | 0.1% | 56 |
|