Glassman Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-188
| Closed | -$42.3K | – | 258 |
|
|
2023
Q4 | $42.3K | Sell |
188
-5
| -3% | -$1.18K | 0.01% | 484 |
|
|
2023
Q3 | $44K | Buy |
193
+1
| +0.5% | +$224 | 0.01% | 454 |
|
|
2023
Q2 | $42.2K | Buy |
192
+2
| +1% | +$416 | 0.01% | 444 |
|
|
2023
Q1 | $36.3K | Sell |
190
-8
| -4% | -$1.52K | 0.01% | 484 |
|
|
2022
Q4 | $37.3K | Buy |
198
+16
| +9% | +$2.99K | 0.01% | 493 |
|
|
2022
Q3 | $31K | Buy |
182
+4
| +2% | +$710 | 0.01% | 492 |
|
|
2022
Q2 | $29K | Buy |
178
+42
| +31% | +$6.97K | 0.01% | 518 |
|
|
2022
Q1 | $24K | Buy |
136
+31
| +30% | +$4.94K | ﹤0.01% | 586 |
|
|
2021
Q4 | $18K | Buy |
105
+52
| +98% | +$8.5K | ﹤0.01% | 627 |
|
|
2021
Q3 | $8K | Buy |
53
+9
| +20% | +$1.29K | ﹤0.01% | 812 |
|
|
2021
Q2 | $6K | Buy |
44
+18
| +69% | +$2.54K | ﹤0.01% | 858 |
|
|
2021
Q1 | $3K | Buy |
26
+6
| +30% | +$724 | ﹤0.01% | 971 |
|
|
2020
Q4 | $2K | Buy |
20
+3
| +18% | +$342 | ﹤0.01% | 1031 |
|
|
2020
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 952 |
|
|
2020
Q2 | $2K | Sell |
17
-10
| -37% | -$885 | ﹤0.01% | 815 |
|
|
2020
Q1 | $2K | Buy |
27
+3
| +13% | +$287 | ﹤0.01% | 665 |
|
|
2019
Q4 | $2K | Buy |
24
+10
| +71% | +$916 | ﹤0.01% | 724 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 769 |
|
|
2019
Q2 | $1K | Buy |
14
+3
| +27% | +$250 | ﹤0.01% | 788 |
|
|
2019
Q1 | $1K | Buy |
11
+3
| +38% | +$231 | ﹤0.01% | 751 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 595 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 640 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 614 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 536 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 539 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 532 |
|
|
2017
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 562 |
|
|
2016
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 611 |
|
|
2016
Q3 | $0 | Buy |
+8
| New | +$395 | ﹤0.01% | 469 |
|
Other funds holding AJG
