Geneos Wealth 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 | $17.5M | Sell |
54,525
-44,172
| -45% | -$14.1M | 0.43% | 50 |
|
|
2025
Q1 | $34.1M | Buy |
98,697
+80,465
| +441% | +$27.8M | 0.49% | 40 |
|
|
2024
Q4 | $5.18M | Buy |
18,232
+275
| +2% | +$78.1K | 0.18% | 129 |
|
|
2024
Q3 | $5.05M | Buy |
17,957
+390
| +2% | +$110K | 0.19% | 128 |
|
|
2024
Q2 | $4.56M | Buy |
17,567
+206
| +1% | +$53.4K | 0.2% | 117 |
|
|
2024
Q1 | $4.34M | Buy |
17,361
+565
| +3% | +$141K | 0.2% | 131 |
|
|
2023
Q4 | $3.78M | Sell |
16,796
-513
| -3% | -$115K | 0.19% | 137 |
|
|
2023
Q3 | $3.95M | Sell |
17,309
-604
| -3% | -$138K | 0.2% | 129 |
|
|
2023
Q2 | $3.93M | Sell |
17,913
-253
| -1% | -$55.6K | 0.21% | 134 |
|
|
2023
Q1 | $3.48M | Sell |
18,166
-5,507
| -23% | -$1.05M | 0.21% | 128 |
|
|
2022
Q4 | $4.46M | Sell |
23,673
-226
| -0.9% | -$42.6K | 0.27% | 99 |
|
|
2022
Q3 | $4.09M | Sell |
23,899
-205
| -0.9% | -$35.1K | 0.28% | 84 |
|
|
2022
Q2 | $3.97M | Buy |
24,104
+760
| +3% | +$125K | 0.2% | 121 |
|
|
2022
Q1 | $4.08M | Buy |
23,344
+3,324
| +17% | +$580K | 0.18% | 138 |
|
|
2021
Q4 | $3.4M | Buy |
20,020
+711
| +4% | +$121K | 0.13% | 173 |
|
|
2021
Q3 | $2.94M | Buy |
19,309
+1,516
| +9% | +$231K | 0.11% | 188 |
|
|
2021
Q2 | $2.5M | Sell |
17,793
-1,562
| -8% | -$219K | 0.1% | 203 |
|
|
2021
Q1 | $2.81M | Sell |
19,355
-695
| -3% | -$101K | 0.08% | 246 |
|
|
2020
Q4 | $2.24M | Buy |
20,050
+838
| +4% | +$93.7K | 0.09% | 222 |
|
|
2020
Q3 | $1.98M | Buy |
19,212
+2,059
| +12% | +$212K | 0.1% | 197 |
|
|
2020
Q2 | $1.66M | Buy |
17,153
+16,990
| +10,423% | +$1.64M | 0.09% | 210 |
|
|
2020
Q1 | $13K | Hold |
163
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q4 | $15K | Buy |
163
+1
| +0.6% | +$92 | ﹤0.01% | 1796 |
|
|
2019
Q3 | $14K | Buy |
162
+30
| +23% | +$2.59K | ﹤0.01% | 1750 |
|
|
2019
Q2 | $11K | Hold |
132
| – | – | ﹤0.01% | 1862 |
|
|
2019
Q1 | $10K | Sell |
132
-399
| -75% | -$30.2K | ﹤0.01% | 1826 |
|
|
2018
Q4 | $38K | Buy |
531
+62
| +13% | +$4.44K | ﹤0.01% | 1221 |
|
|
2018
Q3 | $34K | Hold |
469
| – | – | ﹤0.01% | 1342 |
|
|
2018
Q2 | $30K | Buy |
469
+1
| +0.2% | +$64 | ﹤0.01% | 1275 |
|
|
2018
Q1 | $32K | Hold |
468
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q4 | $29K | Hold |
468
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q3 | $28K | Buy |
468
+1
| +0.2% | +$60 | ﹤0.01% | 1192 |
|
|
2017
Q2 | $26K | Sell |
467
-960
| -67% | -$53.4K | ﹤0.01% | 1166 |
|
|
2017
Q1 | $80K | Buy |
1,427
+16
| +1% | +$897 | 0.01% | 725 |
|
|
2016
Q4 | $73K | Buy |
1,411
+45
| +3% | +$2.33K | 0.01% | 697 |
|
|
2016
Q3 | $69K | Buy |
1,366
+1
| +0.1% | +$51 | 0.01% | 693 |
|
|
2016
Q2 | $65K | Hold |
1,365
| – | – | 0.01% | 714 |
|
|
2016
Q1 | $60K | Buy |
+1,365
| New | +$60K | 0.01% | 744 |
|