HB 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 | $2.94M | Sell |
9,184
-813
| -8% | -$260K | 0.02% | 295 |
|
|
2025
Q1 | $3.45M | Buy |
9,997
+3,211
| +47% | +$1.11M | 0.03% | 279 |
|
|
2024
Q4 | $1.93M | Buy |
6,786
+3,489
| +106% | +$990K | 0.02% | 289 |
|
|
2024
Q3 | $928K | Buy |
3,297
+515
| +19% | +$145K | 0.01% | 409 |
|
|
2024
Q2 | $721K | Buy |
2,782
+424
| +18% | +$110K | 0.01% | 438 |
|
|
2024
Q1 | $590K | Buy |
2,358
+137
| +6% | +$34.3K | 0.01% | 450 |
|
|
2023
Q4 | $499K | Buy |
2,221
+91
| +4% | +$20.5K | 0.01% | 465 |
|
|
2023
Q3 | $485K | Buy |
2,130
+459
| +27% | +$105K | 0.01% | 435 |
|
|
2023
Q2 | $367K | Buy |
1,671
+173
| +12% | +$38K | 0.01% | 494 |
|
|
2023
Q1 | $287K | Sell |
1,498
-1,958
| -57% | -$375K | 0.01% | 549 |
|
|
2022
Q4 | $652K | Buy |
+3,456
| New | +$652K | 0.01% | 343 |
|