JSAM
J. Safra Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Buy |
102
+69
| +209% | +$21.9K | ﹤0.01% | 191 |
|
|
2025
Q1 | $11.4K | Sell |
33
-15
| -31% | -$5.18K | ﹤0.01% | 246 |
|
|
2024
Q4 | $13.7K | Buy |
+48
| New | +$13.7K | ﹤0.01% | 274 |
|
|
2024
Q1 | – | Sell |
-11
| Closed | -$2.47K | – | 169 |
|
|
2023
Q4 | $2.47K | Buy |
+11
| New | +$2.47K | ﹤0.01% | 124 |
|
|
2016
Q3 | – | Sell |
-1,472
| Closed | -$70K | – | 154 |
|
|
2016
Q2 | $70K | Hold |
1,472
| – | – | 0.11% | 79 |
|
|
2016
Q1 | $65K | Buy |
+1,472
| New | +$65K | 0.05% | 99 |
|