Forum Financial Management’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 | $756K | Buy |
2,363
+188
| +9% | +$60.2K | 0.01% | 274 |
|
|
2025
Q1 | $751K | Sell |
2,175
-172
| -7% | -$59.4K | 0.01% | 255 |
|
|
2024
Q4 | $666K | Buy |
2,347
+3
| +0.1% | +$852 | 0.01% | 294 |
|
|
2024
Q3 | $660K | Buy |
2,344
+4
| +0.2% | +$1.13K | 0.01% | 255 |
|
|
2024
Q2 | $607K | Buy |
2,340
+2
| +0.1% | +$519 | 0.01% | 256 |
|
|
2024
Q1 | $585K | Hold |
2,338
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $526K | Hold |
2,338
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $533K | Hold |
2,338
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $513K | Buy |
2,338
+1
| +0% | +$220 | 0.01% | 290 |
|
|
2023
Q1 | $447K | Hold |
2,337
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $441K | Hold |
2,337
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $400K | Hold |
2,337
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $381K | Buy |
2,337
+674
| +41% | +$110K | 0.02% | 286 |
|
|
2022
Q1 | $290K | Hold |
1,663
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $282K | Buy |
+1,663
| New | +$282K | 0.01% | 443 |
|