HPC
HM Payson & Co’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $323K | Buy |
935
+324
| +53% | +$112K | 0.01% | 337 |
|
|
2024
Q4 | $173K | Sell |
611
-4
| -0.7% | -$1.14K | ﹤0.01% | 447 |
|
|
2024
Q3 | $173K | Buy |
615
+4
| +0.7% | +$1.13K | ﹤0.01% | 440 |
|
|
2024
Q2 | $158K | Hold |
611
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $153K | Hold |
611
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $137K | Sell |
611
-13
| -2% | -$2.92K | ﹤0.01% | 445 |
|
|
2023
Q3 | $142K | Hold |
624
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $137K | Hold |
624
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $119K | Hold |
624
| – | – | ﹤0.01% | 447 |
|
|
2022
Q4 | $118K | Hold |
624
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $107K | Sell |
624
-13
| -2% | -$2.23K | ﹤0.01% | 458 |
|
|
2022
Q2 | $104K | Sell |
637
-156
| -20% | -$25.5K | ﹤0.01% | 466 |
|
|
2022
Q1 | $138K | Hold |
793
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $135K | Buy |
793
+26
| +3% | +$4.43K | ﹤0.01% | 453 |
|
|
2021
Q3 | $114K | Hold |
767
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $107K | Hold |
767
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $96K | Buy |
767
+11
| +1% | +$1.38K | ﹤0.01% | 482 |
|
|
2020
Q4 | $94K | Buy |
756
+114
| +18% | +$14.2K | ﹤0.01% | 486 |
|
|
2020
Q3 | $68K | Buy |
642
+42
| +7% | +$4.45K | ﹤0.01% | 506 |
|
|
2020
Q2 | $58K | Hold |
600
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $49K | Buy |
600
+200
| +50% | +$16.3K | ﹤0.01% | 500 |
|
|
2019
Q4 | $38K | Hold |
400
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $36K | Sell |
400
-14
| -3% | -$1.26K | ﹤0.01% | 642 |
|
|
2019
Q2 | $36K | Buy |
+414
| New | +$36K | ﹤0.01% | 649 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$3K | – | 240 |
|
|
2018
Q4 | $3K | Buy |
+42
| New | +$3K | 0.01% | 110 |
|