Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.58M | Sell |
6,091
-472
| -7% | -$122K | 0.88% | 26 |
|
|
2024
Q1 | $1.64M | Sell |
6,563
-365
| -5% | -$91.3K | 0.84% | 27 |
|
|
2023
Q4 | $1.56M | Buy |
+6,928
| New | +$1.56M | 0.84% | 28 |
|
|
2022
Q4 | $7.54K | Buy |
+40
| New | +$7.54K | ﹤0.01% | 816 |
|
|
2021
Q2 | – | Sell |
-169
| Closed | -$21K | – | 894 |
|
|
2021
Q1 | $21K | Buy |
+169
| New | +$21K | 0.01% | 481 |
|