J.P. Morgan Private Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.8M | Buy |
56,098
+5,147
| +10% | +$1.17M | 0.04% | 335 |
|
|
2023
Q2 | $11.2M | Sell |
50,951
-18,964
| -27% | -$4.16M | 0.06% | 216 |
|
|
2023
Q1 | $13.4M | Buy |
69,915
+1,943
| +3% | +$372K | 0.03% | 378 |
|
|
2022
Q4 | $12.8M | Sell |
67,972
-284
| -0.4% | -$53.5K | 0.03% | 380 |
|
|
2022
Q3 | $11.7M | Buy |
68,256
+26,761
| +64% | +$4.58M | 0.03% | 361 |
|
|
2022
Q2 | $6.77M | Sell |
41,495
-223
| -0.5% | -$36.4K | 0.02% | 502 |
|
|
2022
Q1 | $7.28M | Buy |
41,718
+5,332
| +15% | +$931K | 0.02% | 524 |
|
|
2021
Q4 | $6.17M | Buy |
36,386
+3,860
| +12% | +$655K | 0.01% | 561 |
|
|
2021
Q3 | $4.84M | Buy |
32,526
+3,303
| +11% | +$491K | 0.01% | 604 |
|
|
2021
Q2 | $4.09M | Buy |
29,223
+8,041
| +38% | +$1.13M | 0.01% | 642 |
|
|
2021
Q1 | $2.64M | Sell |
21,182
-3,055
| -13% | -$381K | 0.01% | 672 |
|
|
2020
Q4 | $3M | Buy |
24,237
+4,565
| +23% | +$565K | 0.01% | 616 |
|
|
2020
Q3 | $2.08M | Buy |
19,672
+13,998
| +247% | +$1.48M | 0.01% | 640 |
|
|
2020
Q2 | $553K | Sell |
5,674
-636
| -10% | -$62K | ﹤0.01% | 1044 |
|
|
2020
Q1 | $514K | Buy |
6,310
+388
| +7% | +$31.6K | ﹤0.01% | 917 |
|
|
2019
Q4 | $564K | Buy |
5,922
+2,974
| +101% | +$283K | ﹤0.01% | 1007 |
|
|
2019
Q3 | $264K | Buy |
2,948
+111
| +4% | +$9.94K | ﹤0.01% | 1236 |
|
|
2019
Q2 | $249K | Sell |
2,837
-325
| -10% | -$28.5K | ﹤0.01% | 1219 |
|
|
2019
Q1 | $247K | Buy |
3,162
+105
| +3% | +$8.2K | ﹤0.01% | 1294 |
|
|
2018
Q4 | $225K | Sell |
3,057
-774
| -20% | -$57K | ﹤0.01% | 1290 |
|
|
2018
Q3 | $285K | Buy |
+3,831
| New | +$285K | ﹤0.01% | 1321 |
|
|
2015
Q1 | – | Sell |
-62,381
| Closed | -$2.94M | – | 1134 |
|
|
2014
Q4 | $2.94M | Buy |
+62,381
| New | +$2.94M | 0.04% | 314 |
|