Golden State Wealth Management’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 | – | Sell |
-4
| Closed | -$1.38K | – | 1571 |
|
|
2025
Q1 | $1.38K | Hold |
4
| – | – | ﹤0.01% | 1378 |
|
|
2024
Q4 | $1.14K | Buy |
+4
| New | +$1.14K | ﹤0.01% | 1338 |
|
|
2020
Q4 | – | Sell |
-1,609
| Closed | -$170K | – | 239 |
|
|
2020
Q3 | $170K | Buy |
+1,609
| New | +$170K | 0.06% | 208 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$4K | – | 1044 |
|
|
2019
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 927 |
|