GI
Gradient Investments’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-62,271
| Closed | -$16.1M | – | 323 |
|
|
2024
Q2 | $16.1M | Sell |
62,271
-1,771
| -3% | -$459K | 0.36% | 89 |
|
|
2024
Q1 | $16M | Buy |
64,042
+64,021
| +304,862% | +$16M | 0.37% | 101 |
|
|
2023
Q4 | $4.78K | Sell |
21
-6
| -22% | -$1.37K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $6.21K | Sell |
27
-8
| -23% | -$1.84K | ﹤0.01% | 901 |
|
|
2023
Q2 | $7.74K | Buy |
35
+7
| +25% | +$1.55K | ﹤0.01% | 860 |
|
|
2023
Q1 | $5.41K | Sell |
28
-12
| -30% | -$2.32K | ﹤0.01% | 934 |
|
|
2022
Q4 | $7.59K | Sell |
40
-43
| -52% | -$8.16K | ﹤0.01% | 860 |
|
|
2022
Q3 | $14K | Buy |
83
+35
| +73% | +$5.9K | ﹤0.01% | 726 |
|
|
2022
Q2 | $8K | Sell |
48
-20
| -29% | -$3.33K | ﹤0.01% | 809 |
|
|
2022
Q1 | $12K | Sell |
68
-24
| -26% | -$4.24K | ﹤0.01% | 729 |
|
|
2021
Q4 | $16K | Sell |
92
-28
| -23% | -$4.87K | ﹤0.01% | 691 |
|
|
2021
Q3 | $18K | Sell |
120
-160
| -57% | -$24K | ﹤0.01% | 658 |
|
|
2021
Q2 | $39K | Sell |
280
-88,519
| -100% | -$12.3M | ﹤0.01% | 504 |
|
|
2021
Q1 | $11.1M | Sell |
88,799
-3,593
| -4% | -$448K | 0.36% | 67 |
|
|
2020
Q4 | $9.76M | Sell |
92,392
-1,365
| -1% | -$144K | 0.41% | 64 |
|
|
2020
Q3 | $9.9M | Sell |
93,757
-5,300
| -5% | -$560K | 0.42% | 63 |
|
|
2020
Q2 | $9.66M | Sell |
99,057
-1,230
| -1% | -$120K | 0.44% | 64 |
|
|
2020
Q1 | $8.17M | Sell |
100,287
-3,546
| -3% | -$289K | 0.44% | 62 |
|
|
2019
Q4 | $9.89M | Buy |
103,833
+103,775
| +178,922% | +$9.88M | 0.44% | 70 |
|
|
2019
Q3 | $5K | Buy |
58
+17
| +41% | +$1.47K | ﹤0.01% | 782 |
|
|
2019
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 788 |
|
|
2019
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $3K | Sell |
41
-14
| -25% | -$1.02K | ﹤0.01% | 766 |
|
|
2018
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 760 |
|
|
2018
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 740 |
|
|
2018
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 739 |
|
|
2017
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 740 |
|
|
2017
Q3 | – | Sell |
-86
| Closed | -$5K | – | 249 |
|
|
2017
Q2 | $5K | Sell |
86
-18
| -17% | -$1.05K | ﹤0.01% | 564 |
|
|
2017
Q1 | $6K | Sell |
104
-7
| -6% | -$404 | ﹤0.01% | 578 |
|
|
2016
Q4 | $6K | Hold |
111
| – | – | ﹤0.01% | 513 |
|
|
2016
Q3 | $6K | Hold |
111
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $5K | Sell |
111
-87,122
| -100% | -$3.92M | ﹤0.01% | 501 |
|
|
2016
Q1 | $3.88M | Buy |
87,233
+9,185
| +12% | +$409K | 0.48% | 57 |
|
|
2015
Q4 | $3.2M | Buy |
78,048
+5,002
| +7% | +$205K | 0.43% | 70 |
|
|
2015
Q3 | $3.02M | Sell |
73,046
-3,557
| -5% | -$147K | 0.43% | 71 |
|
|
2015
Q2 | $3.62M | Buy |
+76,603
| New | +$3.62M | 0.5% | 56 |
|