IFP Advisors’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 | $988K | Buy |
3,023
+867
| +40% | +$283K | 0.03% | 584 |
|
|
2025
Q1 | $744K | Buy |
2,156
+416
| +24% | +$144K | 0.02% | 632 |
|
|
2024
Q4 | $499K | Sell |
1,740
-3
| -0.2% | -$860 | 0.02% | 735 |
|
|
2024
Q3 | $490K | Sell |
1,743
-153
| -8% | -$43K | 0.02% | 705 |
|
|
2024
Q2 | $492K | Sell |
1,896
-283
| -13% | -$73.4K | 0.02% | 664 |
|
|
2024
Q1 | $545K | Sell |
2,179
-24
| -1% | -$6K | 0.02% | 579 |
|
|
2023
Q4 | $495K | Sell |
2,203
-337
| -13% | -$75.8K | 0.02% | 587 |
|
|
2023
Q3 | $579K | Sell |
2,540
-303
| -11% | -$69.1K | 0.03% | 542 |
|
|
2023
Q2 | $624K | Sell |
2,843
-1,627
| -36% | -$357K | 0.03% | 577 |
|
|
2023
Q1 | $159K | Buy |
4,470
+1,346
| +43% | +$48K | 0.01% | 1041 |
|
|
2022
Q4 | $198K | Buy |
3,124
+317
| +11% | +$20.1K | 0.01% | 1356 |
|
|
2022
Q3 | $137K | Buy |
2,807
+1,456
| +108% | +$71.1K | ﹤0.01% | 1642 |
|
|
2022
Q2 | $64K | Hold |
1,351
| – | – | ﹤0.01% | 1984 |
|
|
2022
Q1 | $64K | Buy |
1,351
+596
| +79% | +$28.2K | ﹤0.01% | 1984 |
|
|
2021
Q4 | $127K | Buy |
755
+109
| +17% | +$18.3K | ﹤0.01% | 1146 |
|
|
2021
Q3 | $97K | Buy |
646
+40
| +7% | +$6.01K | ﹤0.01% | 1270 |
|
|
2021
Q2 | $83K | Sell |
606
-160
| -21% | -$21.9K | ﹤0.01% | 1318 |
|
|
2021
Q1 | $95K | Buy |
766
+209
| +38% | +$25.9K | ﹤0.01% | 1188 |
|
|
2020
Q4 | $67K | Buy |
557
+12
| +2% | +$1.44K | ﹤0.01% | 1317 |
|
|
2020
Q3 | $57K | Buy |
545
+17
| +3% | +$1.78K | ﹤0.01% | 1236 |
|
|
2020
Q2 | $52K | Sell |
528
-14,502
| -96% | -$1.43M | ﹤0.01% | 1198 |
|
|
2020
Q1 | $1.22M | Buy |
15,030
+770
| +5% | +$62.4K | 0.12% | 180 |
|
|
2019
Q4 | $1.35M | Buy |
14,260
+9,905
| +227% | +$936K | 0.1% | 227 |
|
|
2019
Q3 | $385K | Buy |
+4,355
| New | +$385K | 0.03% | 557 |
|
|
2019
Q1 | $43K | Sell |
531
-514
| -49% | -$41.6K | 0.01% | 1024 |
|
|
2018
Q4 | $76K | Sell |
1,045
-5,010
| -83% | -$364K | ﹤0.01% | 1340 |
|
|
2018
Q3 | $451K | Buy |
6,055
+119
| +2% | +$8.86K | 0.02% | 709 |
|
|
2018
Q2 | $388K | Sell |
5,936
-75
| -1% | -$4.9K | 0.02% | 765 |
|
|
2018
Q1 | $380K | Hold |
6,011
| – | – | 0.02% | 728 |
|
|
2017
Q4 | $380K | Sell |
6,011
-1,115
| -16% | -$70.5K | 0.02% | 724 |
|
|
2017
Q3 | $439K | Buy |
7,126
+51
| +0.7% | +$3.14K | 0.02% | 737 |
|
|
2017
Q2 | $405K | Buy |
7,075
+51
| +0.7% | +$2.92K | 0.02% | 761 |
|
|
2017
Q1 | $397K | Sell |
7,024
-156
| -2% | -$8.82K | 0.02% | 779 |
|
|
2016
Q4 | $373K | Buy |
7,180
+57
| +0.8% | +$2.96K | 0.02% | 757 |
|
|
2016
Q3 | $362K | Sell |
7,123
-2,159
| -23% | -$110K | 0.02% | 711 |
|
|
2016
Q2 | $442K | Buy |
9,282
+8,751
| +1,648% | +$417K | 0.02% | 592 |
|
|
2016
Q1 | $43K | Sell |
531
-8,898
| -94% | -$721K | 0.01% | 1024 |
|
|
2015
Q4 | $386K | Buy |
+9,429
| New | +$386K | 0.03% | 561 |
|