J.W. Coons 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 | $416K | Hold |
1,300
| – | – | 0.09% | 177 |
|
|
2025
Q1 | $449K | Sell |
1,300
-100
| -7% | -$34.5K | 0.12% | 156 |
|
|
2024
Q4 | $397K | Sell |
1,400
-705
| -33% | -$200K | 0.1% | 170 |
|
|
2024
Q3 | $592K | Sell |
2,105
-295
| -12% | -$83K | 0.15% | 134 |
|
|
2024
Q2 | $622K | Sell |
2,400
-545
| -19% | -$141K | 0.15% | 125 |
|
|
2024
Q1 | $736K | Sell |
2,945
-1,748
| -37% | -$437K | 0.17% | 116 |
|
|
2023
Q4 | $1.06M | Sell |
4,693
-5
| -0.1% | -$1.12K | 0.29% | 88 |
|
|
2023
Q3 | $1.07M | Buy |
4,698
+75
| +2% | +$17.1K | 0.31% | 81 |
|
|
2023
Q2 | $1.02M | Hold |
4,623
| – | – | 0.28% | 87 |
|
|
2023
Q1 | $884K | Sell |
4,623
-5
| -0.1% | -$957 | 0.25% | 91 |
|
|
2022
Q4 | $873K | Sell |
4,628
-147
| -3% | -$27.7K | 0.26% | 94 |
|
|
2022
Q3 | $818K | Buy |
4,775
+697
| +17% | +$119K | 0.31% | 89 |
|
|
2022
Q2 | $663K | Sell |
4,078
-912
| -18% | -$148K | 0.23% | 115 |
|
|
2022
Q1 | $868K | Buy |
4,990
+785
| +19% | +$137K | 0.26% | 102 |
|
|
2021
Q4 | $714K | Sell |
4,205
-580
| -12% | -$98.5K | 0.22% | 115 |
|
|
2021
Q3 | $711K | Buy |
4,785
+453
| +10% | +$67.3K | 0.24% | 103 |
|
|
2021
Q2 | $606K | Sell |
4,332
-24
| -0.6% | -$3.36K | 0.21% | 123 |
|
|
2021
Q1 | $541K | Buy |
4,356
+685
| +19% | +$85.1K | 0.19% | 131 |
|
|
2020
Q4 | $453K | Sell |
3,671
-274
| -7% | -$33.8K | 0.17% | 134 |
|
|
2020
Q3 | $419K | Sell |
3,945
-1,705
| -30% | -$181K | 0.17% | 133 |
|
|
2020
Q2 | $550K | Buy |
5,650
+1,551
| +38% | +$151K | 0.24% | 107 |
|
|
2020
Q1 | $333K | Buy |
+4,099
| New | +$333K | 0.17% | 139 |
|