Integrated Wealth Concepts’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 | $417K | Sell |
1,304
-591
| -31% | -$189K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $654K | Buy |
1,895
+83
| +5% | +$28.7K | 0.01% | 1027 |
|
|
2024
Q4 | $514K | Sell |
1,812
-77
| -4% | -$21.9K | 0.01% | 1110 |
|
|
2024
Q3 | $532K | Sell |
1,889
-60
| -3% | -$16.9K | 0.01% | 1053 |
|
|
2024
Q2 | $505K | Buy |
1,949
+166
| +9% | +$43K | 0.01% | 1042 |
|
|
2024
Q1 | $446K | Buy |
1,783
+227
| +15% | +$56.7K | 0.01% | 1099 |
|
|
2023
Q4 | $350K | Sell |
1,556
-1,376
| -47% | -$310K | 0.01% | 1181 |
|
|
2023
Q3 | $668K | Sell |
2,932
-3
| -0.1% | -$684 | 0.01% | 857 |
|
|
2023
Q2 | $644K | Buy |
+2,935
| New | +$644K | 0.01% | 874 |
|