J.W. Cole 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 | $2M | Buy |
6,254
+764
| +14% | +$245K | 0.04% | 417 |
|
|
2025
Q1 | $1.9M | Buy |
5,490
+4,509
| +460% | +$1.56M | 0.06% | 335 |
|
|
2024
Q4 | $278K | Buy |
981
+16
| +2% | +$4.54K | 0.01% | 806 |
|
|
2024
Q3 | $272K | Buy |
965
+5
| +0.5% | +$1.41K | 0.01% | 807 |
|
|
2024
Q2 | $249K | Sell |
960
-23
| -2% | -$5.97K | 0.01% | 767 |
|
|
2024
Q1 | $246K | Buy |
983
+44
| +5% | +$11K | 0.01% | 765 |
|
|
2023
Q4 | $211K | Sell |
939
-53
| -5% | -$11.9K | 0.01% | 746 |
|
|
2023
Q3 | $226K | Sell |
992
-19
| -2% | -$4.33K | 0.02% | 647 |
|
|
2023
Q2 | $222K | Buy |
+1,011
| New | +$222K | 0.02% | 669 |
|
|
2020
Q4 | – | Sell |
-8,493
| Closed | -$897K | – | 636 |
|
|
2020
Q3 | $897K | Buy |
+8,493
| New | +$897K | 0.07% | 271 |
|