GeoWealth 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 | $587K | Sell |
1,833
-140
| -7% | -$44.8K | 0.02% | 371 |
|
|
2025
Q1 | $681K | Sell |
1,973
-113
| -5% | -$39K | 0.03% | 365 |
|
|
2024
Q4 | $592K | Sell |
2,086
-1,655
| -44% | -$470K | 0.02% | 428 |
|
|
2024
Q3 | $1.05M | Buy |
3,741
+28
| +0.8% | +$7.88K | 0.04% | 291 |
|
|
2024
Q2 | $963K | Buy |
3,713
+1,572
| +73% | +$408K | 0.04% | 279 |
|
|
2024
Q1 | $535K | Buy |
2,141
+952
| +80% | +$238K | 0.02% | 418 |
|
|
2023
Q4 | $267K | Buy |
+1,189
| New | +$267K | 0.02% | 433 |
|