Focused Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Focused Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-380	Closed	-$85.5K	–	203
2023 Q4	$85.5K	Hold	380	–	–	0.01%	226
2023 Q3	$86.6K	Hold	380	–	–	0.02%	217
2023 Q2	$83.4K	Hold	380	–	–	0.02%	232
2023 Q1	$72.7K	Hold	380	–	–	0.01%	249
2022 Q4	$71.6K	Hold	380	–	–	0.01%	253
2022 Q3	$65K	Hold	380	–	–	0.01%	235
2022 Q2	$62K	Hold	380	–	–	0.01%	257
2022 Q1	$66K	Hold	380	–	–	0.01%	277
2021 Q4	$64K	Hold	380	–	–	0.01%	336
2021 Q3	$56K	Hold	380	–	–	0.01%	359
2021 Q2	$53K	Hold	380	–	–	0.01%	366
2021 Q1	$47K	Hold	380	–	–	0.01%	374
2020 Q4	$47K	Hold	380	–	–	0.01%	354
2020 Q3	$40K	Hold	380	–	–	0.01%	345
2020 Q2	$37K	Hold	380	–	–	0.01%	335
2020 Q1	$31K	Hold	380	–	–	0.01%	325
2019 Q4	$36K	Hold	380	–	–	0.01%	344
2019 Q3	$34K	Sell	380 -200	-34%	-$17.9K	0.01%	333
2019 Q2	$51K	Hold	580	–	–	0.01%	318
2019 Q1	$45K	Hold	580	–	–	0.01%	298
2018 Q4	$43K	Hold	580	–	–	0.01%	309
2018 Q3	$43K	Hold	580	–	–	0.01%	306
2018 Q2	$38K	Hold	580	–	–	0.01%	296
2018 Q1	$40K	Hold	580	–	–	0.01%	314
2017 Q4	$37K	Hold	580	–	–	0.01%	326
2017 Q3	$36K	Hold	580	–	–	0.01%	277
2017 Q2	$33K	Buy	580 +200	+53%	+$11.4K	0.01%	325
2017 Q1	$21K	Hold	380	–	–	0.01%	364
2016 Q4	$20K	Hold	380	–	–	0.01%	373
2016 Q3	$19K	Hold	380	–	–	0.01%	366
2016 Q2	$18K	Hold	380	–	–	0.01%	361
2016 Q1	$17K	Buy	380 +3	+0.8%	+$134	0.01%	318
2015 Q4	$15K	Buy	377 +3	+0.8%	+$119	0.01%	346
2015 Q3	$15K	Buy	374 +4	+1%	+$160	0.01%	327
2015 Q2	$18K	Buy	370 +2	+0.5%	+$97	0.01%	321
2015 Q1	$17K	Buy	368 +3	+0.8%	+$139	0.01%	336
2014 Q4	$17K	Buy	365 +3	+0.8%	+$140	0.01%	326
2014 Q3	$16K	Buy	362 +3	+0.8%	+$133	0.01%	345
2014 Q2	$17K	Buy	359 +3	+0.8%	+$142	0.01%	334
2014 Q1	$17K	Buy	356 +2	+0.6%	+$96	0.01%	306
2013 Q4	$17K	Buy	354 +3	+0.9%	+$144	0.01%	311
2013 Q3	$15K	Buy	+351	New	+$15K	0.01%	313