Glenview Trust’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 | $335K | Buy |
1,046
+5
| +0.5% | +$1.6K | 0.01% | 412 |
|
|
2025
Q1 | $359K | Buy |
1,041
+61
| +6% | +$21.1K | 0.01% | 387 |
|
|
2024
Q4 | $278K | Buy |
980
+167
| +21% | +$47.4K | 0.01% | 426 |
|
|
2024
Q3 | $229K | Sell |
813
-24
| -3% | -$6.75K | ﹤0.01% | 443 |
|
|
2024
Q2 | $217K | Buy |
837
+16
| +2% | +$4.15K | ﹤0.01% | 445 |
|
|
2024
Q1 | $205K | Buy |
+821
| New | +$205K | ﹤0.01% | 457 |
|
|
2022
Q2 | – | Sell |
-1,261
| Closed | -$220K | – | 405 |
|
|
2022
Q1 | $220K | Sell |
1,261
-215
| -15% | -$37.5K | 0.01% | 398 |
|
|
2021
Q4 | $250K | Hold |
1,476
| – | – | 0.01% | 380 |
|
|
2021
Q3 | $219K | Hold |
1,476
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $207K | Buy |
+1,476
| New | +$207K | 0.01% | 398 |
|
|
2021
Q1 | – | Sell |
-1,628
| Closed | -$201K | – | 393 |
|
|
2020
Q4 | $201K | Buy |
+1,628
| New | +$201K | 0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-2,106
| Closed | -$201K | – | 316 |
|
|
2019
Q4 | $201K | Sell |
2,106
-175
| -8% | -$16.7K | 0.01% | 338 |
|
|
2019
Q3 | $205K | Buy |
+2,281
| New | +$205K | 0.01% | 336 |
|