Haverford Trust Company’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 | $1.04M | Sell |
3,261
-140
| -4% | -$44.8K | 0.01% | 230 |
|
|
2025
Q1 | $1.17M | Hold |
3,401
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $965K | Hold |
3,401
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $957K | Sell |
3,401
-5
| -0.1% | -$1.41K | 0.01% | 232 |
|
|
2024
Q2 | $883K | Sell |
3,406
-336
| -9% | -$87.1K | 0.01% | 231 |
|
|
2024
Q1 | $936K | Sell |
3,742
-626
| -14% | -$157K | 0.01% | 226 |
|
|
2023
Q4 | $982K | Sell |
4,368
-9,218
| -68% | -$2.07M | 0.01% | 209 |
|
|
2023
Q3 | $3.1M | Buy |
13,586
+1,397
| +11% | +$318K | 0.04% | 131 |
|
|
2023
Q2 | $2.68M | Buy |
12,189
+9,073
| +291% | +$1.99M | 0.03% | 136 |
|
|
2023
Q1 | $596K | Buy |
3,116
+12
| +0.4% | +$2.3K | 0.01% | 245 |
|
|
2022
Q4 | $585K | Buy |
3,104
+36
| +1% | +$6.79K | 0.01% | 227 |
|
|
2022
Q3 | $525K | Hold |
3,068
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $500K | Buy |
3,068
+313
| +11% | +$51K | 0.01% | 243 |
|
|
2022
Q1 | $481K | Buy |
+2,755
| New | +$481K | 0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-3,898
| Closed | -$371K | – | 265 |
|
|
2019
Q4 | $371K | Buy |
3,898
+1,448
| +59% | +$138K | 0.01% | 237 |
|
|
2019
Q3 | $219K | Buy |
+2,450
| New | +$219K | ﹤0.01% | 282 |
|