Harbor Investment 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 | $604K | Buy |
1,888
+8
| +0.4% | +$2.56K | 0.05% | 240 |
|
|
2025
Q1 | $649K | Buy |
1,880
+1
| +0.1% | +$345 | 0.06% | 217 |
|
|
2024
Q4 | $533K | Buy |
1,879
+2
| +0.1% | +$568 | 0.05% | 226 |
|
|
2024
Q3 | $528K | Sell |
1,877
-201
| -10% | -$56.6K | 0.05% | 225 |
|
|
2024
Q2 | $539K | Buy |
2,078
+1,901
| +1,074% | +$493K | 0.06% | 218 |
|
|
2024
Q1 | $44.3K | Hold |
177
| – | – | ﹤0.01% | 607 |
|
|
2023
Q4 | $39.8K | Hold |
177
| – | – | ﹤0.01% | 601 |
|
|
2023
Q3 | $40.3K | Sell |
177
-376
| -68% | -$85.7K | 0.01% | 581 |
|
|
2023
Q2 | $121K | Sell |
553
-158
| -22% | -$34.7K | 0.02% | 449 |
|
|
2023
Q1 | $136K | Hold |
711
| – | – | 0.02% | 422 |
|
|
2022
Q4 | $134K | Hold |
711
| – | – | 0.02% | 425 |
|
|
2022
Q3 | $122K | Sell |
711
-80
| -10% | -$13.7K | 0.02% | 423 |
|
|
2022
Q2 | $129K | Hold |
791
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $138K | Hold |
791
| – | – | 0.02% | 454 |
|
|
2021
Q4 | $134K | Hold |
791
| – | – | 0.02% | 458 |
|
|
2021
Q3 | $118K | Hold |
791
| – | – | 0.02% | 484 |
|
|
2021
Q2 | $111K | Hold |
791
| – | – | 0.02% | 490 |
|
|
2021
Q1 | $99K | Hold |
791
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $98K | Buy |
791
+37
| +5% | +$4.58K | 0.02% | 454 |
|
|
2020
Q3 | $80K | Buy |
754
+477
| +172% | +$50.6K | 0.02% | 403 |
|
|
2020
Q2 | $27K | Sell |
277
-64
| -19% | -$6.24K | 0.01% | 558 |
|
|
2020
Q1 | $28K | Buy |
341
+97
| +40% | +$7.97K | 0.01% | 504 |
|
|
2019
Q4 | $23K | Buy |
+244
| New | +$23K | 0.01% | 515 |
|