Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $230K | Buy |
+1,860
| New | +$230K | 0.06% | 104 |
|
|
2017
Q1 | – | Sell |
-10,537
| Closed | -$548K | – | 433 |
|
|
2016
Q4 | $548K | Sell |
10,537
-481
| -4% | -$25K | 0.15% | 33 |
|
|
2016
Q3 | $560K | Hold |
11,018
| – | – | 0.22% | 27 |
|
|
2016
Q2 | $524K | Hold |
11,018
| – | – | 0.21% | 30 |
|
|
2016
Q1 | $490K | Hold |
11,018
| – | – | 0.23% | 30 |
|
|
2015
Q4 | $451K | Buy |
+11,018
| New | +$451K | 0.22% | 30 |
|