GRP
Global Retirement Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
+502,693
| New | +$161M | 3.99% | 1 |
|
|
2024
Q4 | $145M | Sell |
509,481
-39
| -0% | -$11.1K | 4.14% | 2 |
|
|
2024
Q3 | $143M | Buy |
509,520
+600
| +0.1% | +$169K | 4.33% | 2 |
|
|
2024
Q2 | $132M | Buy |
508,920
+3,047
| +0.6% | +$790K | 4.13% | 2 |
|
|
2024
Q1 | $126M | Sell |
505,873
-9,374
| -2% | -$2.34M | 4.72% | 1 |
|
|
2023
Q4 | $120M | Buy |
515,247
+3,401
| +0.7% | +$794K | 5.03% | 1 |
|
|
2023
Q3 | $117M | Buy |
511,846
+118
| +0% | +$27.1K | 5.91% | 1 |
|
|
2023
Q2 | $112M | Sell |
511,728
-438
| -0.1% | -$96.2K | 5.49% | 1 |
|
|
2023
Q1 | $107M | Buy |
512,166
+430
| +0.1% | +$89.9K | 5.69% | 1 |
|
|
2022
Q4 | $96.5M | Sell |
511,736
-4,100
| -0.8% | -$773K | 6.63% | 1 |
|
|
2022
Q3 | $96.5M | Buy |
515,836
+496
| +0.1% | +$92.8K | 7.3% | 1 |
|
|
2022
Q2 | $84M | Sell |
515,340
-1,626
| -0.3% | -$265K | 6.75% | 1 |
|
|
2022
Q1 | $81.6M | Buy |
+516,966
| New | +$81.6M | 6.41% | 1 |
|
|
2021
Q4 | – | Sell |
-521,602
| Closed | -$77.5M | – | 293 |
|
|
2021
Q3 | $77.5M | Buy |
521,602
+816
| +0.2% | +$121K | 7.67% | 1 |
|
|
2021
Q2 | $73M | Buy |
520,786
+850
| +0.2% | +$119K | 7.47% | 1 |
|
|
2021
Q1 | $64.9M | Buy |
519,936
+613
| +0.1% | +$76.5K | 7.59% | 1 |
|
|
2020
Q4 | $64.2M | Sell |
519,323
-28,526
| -5% | -$3.53M | 8.05% | 1 |
|
|
2020
Q3 | $57.8M | Sell |
547,849
-4,244
| -0.8% | -$448K | 8.47% | 1 |
|
|
2020
Q2 | $53.8M | Buy |
552,093
+217
| +0% | +$21.2K | 8.59% | 1 |
|
|
2020
Q1 | $45M | Sell |
551,876
-1,867
| -0.3% | -$152K | 8.51% | 1 |
|
|
2019
Q4 | $52.7M | Sell |
553,743
-5,068
| -0.9% | -$483K | 8.08% | 1 |
|
|
2019
Q3 | $50.1M | Buy |
558,811
+16,735
| +3% | +$1.5M | 8.23% | 1 |
|
|
2019
Q2 | $47.5M | Sell |
542,076
-4,276
| -0.8% | -$375K | 9.09% | 1 |
|
|
2019
Q1 | $42.7M | Hold |
546,352
| – | – | 10.32% | 1 |
|
|
2018
Q4 | $40.3M | Sell |
546,352
-82,517
| -13% | -$6.08M | 10.29% | 1 |
|
|
2018
Q3 | $46.8M | Hold |
628,869
| – | – | 10.58% | 1 |
|
|
2018
Q2 | $41.1M | Hold |
628,869
| – | – | 10.38% | 1 |
|
|
2018
Q1 | $43.2M | Sell |
628,869
-87,530
| -12% | -$6.02M | 11.91% | 1 |
|
|
2017
Q4 | $45.3M | Buy |
716,399
+712,900
| +20,374% | +$45.1M | 12.46% | 1 |
|
|
2017
Q3 | $215K | Sell |
3,499
-28
| -0.8% | -$1.72K | 0.09% | 219 |
|
|
2017
Q2 | $202K | Hold |
3,527
| – | – | 0.1% | 200 |
|
|
2017
Q1 | $199K | Hold |
3,527
| – | – | 0.11% | 172 |
|
|
2016
Q4 | $183K | Buy |
+3,527
| New | +$183K | 0.12% | 153 |
|