Great Valley Advisor Group’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 | $778K | Sell |
2,433
-450
| -16% | -$144K | 0.02% | 503 |
|
|
2025
Q1 | $995K | Sell |
2,883
-13,464
| -82% | -$4.65M | 0.02% | 452 |
|
|
2024
Q4 | $4.64M | Buy |
16,347
+1,588
| +11% | +$451K | 0.1% | 184 |
|
|
2024
Q3 | $4.15M | Buy |
14,759
+4,388
| +42% | +$1.23M | 0.1% | 207 |
|
|
2024
Q2 | $2.69M | Buy |
10,371
+2,168
| +26% | +$562K | 0.08% | 243 |
|
|
2024
Q1 | $2.05M | Buy |
8,203
+2,471
| +43% | +$618K | 0.06% | 271 |
|
|
2023
Q4 | $1.29M | Buy |
5,732
+3,666
| +177% | +$825K | 0.05% | 304 |
|
|
2023
Q3 | $471K | Buy |
2,066
+891
| +76% | +$203K | 0.02% | 447 |
|
|
2023
Q2 | $257K | Buy |
1,175
+20
| +2% | +$4.38K | 0.01% | 597 |
|
|
2023
Q1 | $221K | Buy |
+1,155
| New | +$221K | 0.01% | 630 |
|