Insight Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,164
| Closed | -$2.58M | – | 153 |
|
|
2024
Q3 | $2.58M | Buy |
9,164
+53
| +0.6% | +$14.9K | 0.34% | 78 |
|
|
2024
Q2 | $2.36M | Buy |
9,111
+326
| +4% | +$84.5K | 0.34% | 71 |
|
|
2024
Q1 | $2.2M | Sell |
8,785
-1,002
| -10% | -$251K | 0.32% | 70 |
|
|
2023
Q4 | $2.2M | Sell |
9,787
-428
| -4% | -$96.2K | 0.36% | 52 |
|
|
2023
Q3 | $2.33M | Buy |
10,215
+566
| +6% | +$129K | 0.45% | 41 |
|
|
2023
Q2 | $2.12M | Sell |
9,649
-224
| -2% | -$49.2K | 0.41% | 41 |
|
|
2023
Q1 | $1.89M | Sell |
9,873
-321
| -3% | -$61.4K | 0.37% | 42 |
|
|
2022
Q4 | $1.92M | Sell |
10,194
-216
| -2% | -$40.7K | 0.37% | 36 |
|
|
2022
Q3 | $1.7M | Hold |
10,410
| – | – | 0.32% | 44 |
|
|
2022
Q2 | $1.7M | Sell |
10,410
-54
| -0.5% | -$8.8K | 0.32% | 44 |
|
|
2022
Q1 | $1.83M | Buy |
10,464
+1,406
| +16% | +$245K | 0.27% | 55 |
|
|
2021
Q4 | $1.54M | Buy |
9,058
+678
| +8% | +$115K | 0.22% | 68 |
|
|
2021
Q3 | $1.25M | Buy |
8,380
+431
| +5% | +$64.1K | 0.18% | 82 |
|
|
2021
Q2 | $1.11M | Sell |
7,949
-2,761
| -26% | -$387K | 0.16% | 83 |
|
|
2021
Q1 | $1.34M | Buy |
10,710
+5,218
| +95% | +$651K | 0.18% | 82 |
|
|
2020
Q4 | $679K | Buy |
5,492
+434
| +9% | +$53.7K | 0.12% | 99 |
|
|
2020
Q3 | $534K | Buy |
5,058
+2,559
| +102% | +$270K | 0.1% | 95 |
|
|
2020
Q2 | $244K | Buy |
+2,499
| New | +$244K | 0.05% | 146 |
|
|
2020
Q1 | – | Sell |
-5,545
| Closed | -$528K | – | 153 |
|
|
2019
Q4 | $528K | Sell |
5,545
-18
| -0.3% | -$1.71K | 0.11% | 119 |
|
|
2019
Q3 | $498K | Buy |
5,563
+493
| +10% | +$44.1K | 0.12% | 116 |
|
|
2019
Q2 | $444K | Buy |
+5,070
| New | +$444K | 0.11% | 111 |
|