Heartland Bank & Trust’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 | $944K | Sell |
2,949
-104
| -3% | -$33.3K | 0.44% | 51 |
|
|
2025
Q1 | $1.05M | Buy |
3,053
+518
| +20% | +$179K | 0.54% | 37 |
|
|
2024
Q4 | $720K | Sell |
2,535
-110
| -4% | -$31.2K | 0.39% | 61 |
|
|
2024
Q3 | $744K | Sell |
2,645
-93
| -3% | -$26.2K | 0.4% | 61 |
|
|
2024
Q2 | $710K | Buy |
2,738
+22
| +0.8% | +$5.71K | 0.4% | 58 |
|
|
2024
Q1 | $679K | Sell |
2,716
-21
| -0.8% | -$5.25K | 0.39% | 64 |
|
|
2023
Q4 | $615K | Sell |
2,737
-150
| -5% | -$33.7K | 0.42% | 67 |
|
|
2023
Q3 | $658K | Buy |
2,887
+48
| +2% | +$10.9K | 0.52% | 51 |
|
|
2023
Q2 | $623K | Sell |
2,839
-304
| -10% | -$66.7K | 0.49% | 59 |
|
|
2023
Q1 | $601K | Buy |
3,143
+186
| +6% | +$35.6K | 0.45% | 63 |
|
|
2022
Q4 | $558K | Buy |
+2,957
| New | +$558K | 0.41% | 62 |
|