FC
Forte Capital’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,963
+191
| +5% | +$61.1K | 0.14% | 109 |
|
|
2025
Q1 | $1.3M | Buy |
3,772
+114
| +3% | +$39.4K | 0.15% | 101 |
|
|
2024
Q4 | $1.04M | Buy |
3,658
+32
| +0.9% | +$9.08K | 0.12% | 110 |
|
|
2024
Q3 | $1.02M | Buy |
3,626
+87
| +2% | +$24.5K | 0.12% | 115 |
|
|
2024
Q2 | $918K | Buy |
3,539
+657
| +23% | +$170K | 0.11% | 115 |
|
|
2024
Q1 | $721K | Buy |
2,882
+487
| +20% | +$122K | 0.09% | 127 |
|
|
2023
Q4 | $539K | Buy |
2,395
+44
| +2% | +$9.9K | 0.07% | 137 |
|
|
2023
Q3 | $536K | Buy |
2,351
+4
| +0.2% | +$912 | 0.08% | 125 |
|
|
2023
Q2 | $515K | Buy |
2,347
+4
| +0.2% | +$878 | 0.07% | 135 |
|
|
2023
Q1 | $448K | Buy |
2,343
+6
| +0.3% | +$1.15K | 0.07% | 145 |
|
|
2022
Q4 | $441K | Buy |
2,337
+4
| +0.2% | +$754 | 0.08% | 141 |
|
|
2022
Q3 | $399K | Buy |
2,333
+325
| +16% | +$55.6K | 0.07% | 138 |
|
|
2022
Q2 | $327K | Buy |
2,008
+11
| +0.6% | +$1.79K | 0.06% | 156 |
|
|
2022
Q1 | $339K | Hold |
1,997
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $339K | Sell |
1,997
-20
| -1% | -$3.4K | 0.04% | 171 |
|
|
2021
Q3 | $300K | Buy |
2,017
+5
| +0.2% | +$744 | 0.04% | 180 |
|
|
2021
Q2 | $282K | Sell |
2,012
-47
| -2% | -$6.59K | 0.04% | 187 |
|
|
2021
Q1 | $257K | Sell |
2,059
-14
| -0.7% | -$1.75K | 0.04% | 185 |
|
|
2020
Q4 | $256K | Sell |
2,073
-26
| -1% | -$3.21K | 0.04% | 176 |
|
|
2020
Q3 | $222K | Buy |
2,099
+7
| +0.3% | +$740 | 0.04% | 172 |
|
|
2020
Q2 | $204K | Buy |
+2,092
| New | +$204K | 0.04% | 173 |
|