FAM
Formidable Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
669
| – | – | 0.04% | 347 |
|
|
2025
Q1 | $231K | Sell |
669
-100
| -13% | -$34.5K | 0.04% | 347 |
|
|
2024
Q4 | $218K | Hold |
769
| – | – | 0.04% | 344 |
|
|
2024
Q3 | $216K | Sell |
769
-311
| -29% | -$87.5K | 0.03% | 340 |
|
|
2024
Q2 | $280K | Buy |
1,080
+11
| +1% | +$2.85K | 0.05% | 310 |
|
|
2024
Q1 | $267K | Hold |
1,069
| – | – | 0.04% | 298 |
|
|
2023
Q4 | $240K | Sell |
1,069
-300
| -22% | -$67.5K | 0.05% | 237 |
|
|
2023
Q3 | $312K | Hold |
1,369
| – | – | 0.07% | 215 |
|
|
2023
Q2 | $301K | Hold |
1,369
| – | – | 0.07% | 214 |
|
|
2023
Q1 | $265K | Hold |
1,369
| – | – | 0.06% | 237 |
|
|
2022
Q4 | $258K | Hold |
1,369
| – | – | 0.06% | 243 |
|
|
2022
Q3 | $240K | Hold |
1,369
| – | – | 0.06% | 248 |
|
|
2022
Q2 | $223K | Hold |
1,369
| – | – | 0.05% | 263 |
|
|
2022
Q1 | $239K | Hold |
1,369
| – | – | 0.05% | 281 |
|
|
2021
Q4 | $229K | Hold |
1,369
| – | – | 0.04% | 275 |
|
|
2021
Q3 | $204K | Buy |
+1,369
| New | +$204K | 0.04% | 324 |
|