GoalVest Advisory’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 | $36.8K | Sell |
115
-3
| -3% | -$960 | 0.01% | 228 |
|
|
2025
Q1 | $40.7K | Sell |
118
-42
| -26% | -$14.5K | 0.01% | 197 |
|
|
2024
Q4 | $45.4K | Hold |
160
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $45K | Hold |
160
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $41.5K | Sell |
160
-48
| -23% | -$12.4K | 0.01% | 185 |
|
|
2024
Q1 | $52K | Buy |
208
+26
| +14% | +$6.5K | 0.02% | 194 |
|
|
2023
Q4 | $40.9K | Sell |
182
-258
| -59% | -$58K | 0.02% | 156 |
|
|
2023
Q3 | $100K | Buy |
440
+182
| +71% | +$41.5K | 0.05% | 105 |
|
|
2023
Q2 | $56.6K | Buy |
+258
| New | +$56.6K | 0.03% | 134 |
|
|
2022
Q2 | – | Sell |
-91
| Closed | -$16K | – | 307 |
|
|
2022
Q1 | $16K | Buy |
+91
| New | +$16K | 0.01% | 206 |
|