Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31
| Closed | -$2K | – | 184 |
|
|
2018
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 393 |
|
|
2018
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 395 |
|
|
2018
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 369 |
|
|
2018
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 347 |
|
|
2017
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 358 |
|