Gideon Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,253
| Closed | -$373K | – | 284 |
|
|
2019
Q2 | $373K | Sell |
4,253
-33,434
| -89% | -$2.93M | 0.13% | 200 |
|
|
2019
Q1 | $2.94M | Buy |
+37,687
| New | +$2.94M | 1.05% | 12 |
|
|
2018
Q1 | – | Sell |
-10,601
| Closed | -$671K | – | 332 |
|
|
2017
Q4 | $671K | Buy |
+10,601
| New | +$671K | 0.59% | 33 |
|
|
2016
Q3 | – | Sell |
-32,078
| Closed | -$1.53M | – | 179 |
|
|
2016
Q2 | $1.53M | Buy |
+32,078
| New | +$1.53M | 0.89% | 30 |
|
|
2015
Q2 | – | Sell |
-12,638
| Closed | -$591K | – | 232 |
|
|
2015
Q1 | $591K | Buy |
12,638
+7,540
| +148% | +$353K | 0.24% | 141 |
|
|
2014
Q4 | $240K | Buy |
+5,098
| New | +$240K | 0.11% | 181 |
|
|
2014
Q1 | – | Sell |
-23,430
| Closed | -$1.1M | – | 201 |
|
|
2013
Q4 | $1.1M | Buy |
+23,430
| New | +$1.1M | 0.65% | 56 |
|