JWM
Jackson Wealth 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 | $8.3M | Sell |
25,928
-254
| -1% | -$81.3K | 0.9% | 30 |
|
|
2025
Q1 | $9.04M | Sell |
26,182
-671
| -2% | -$232K | 1.1% | 20 |
|
|
2024
Q4 | $7.62M | Buy |
26,853
+30
| +0.1% | +$8.52K | 0.86% | 32 |
|
|
2024
Q3 | $7.55M | Buy |
26,823
+11,176
| +71% | +$3.14M | 0.9% | 29 |
|
|
2024
Q2 | $4.06M | Sell |
15,647
-11,449
| -42% | -$2.97M | 0.87% | 30 |
|
|
2024
Q1 | $6.78M | Buy |
27,096
+474
| +2% | +$119K | 0.85% | 28 |
|
|
2023
Q4 | $5.99M | Sell |
26,622
-563
| -2% | -$127K | 0.79% | 30 |
|
|
2023
Q3 | $6.2M | Buy |
27,185
+147
| +0.5% | +$33.5K | 0.89% | 21 |
|
|
2023
Q2 | $5.94M | Buy |
+27,038
| New | +$5.94M | 0.87% | 25 |
|
|
2023
Q1 | – | Sell |
-28,216
| Closed | -$5.32M | – | 133 |
|
|
2022
Q4 | $5.32M | Sell |
28,216
-1,569
| -5% | -$296K | 1.95% | 12 |
|
|
2022
Q3 | $5.1M | Buy |
29,785
+15,314
| +106% | +$2.62M | 1% | 26 |
|
|
2022
Q2 | $2.36M | Sell |
14,471
-18,556
| -56% | -$3.02M | 1.09% | 25 |
|
|
2022
Q1 | $5.77M | Sell |
33,027
-360
| -1% | -$62.9K | 0.8% | 34 |
|
|
2021
Q4 | $5.67M | Buy |
33,387
+133
| +0.4% | +$22.6K | 0.72% | 44 |
|
|
2021
Q3 | $37K | Buy |
33,254
+269
| +0.8% | +$299 | 0.45% | 42 |
|
|
2021
Q2 | $4.62M | Buy |
32,985
+20
| +0.1% | +$2.8K | 0.58% | 47 |
|
|
2021
Q1 | $4.11M | Buy |
32,965
+105
| +0.3% | +$13.1K | 0.62% | 46 |
|
|
2020
Q4 | $4.07M | Sell |
32,860
-205
| -0.6% | -$25.4K | 0.55% | 48 |
|
|
2020
Q3 | $3.49M | Buy |
33,065
+1,371
| +4% | +$145K | 0.52% | 50 |
|
|
2020
Q2 | $3.09M | Buy |
31,694
+1,161
| +4% | +$113K | 0.55% | 48 |
|
|
2020
Q1 | $2.65M | Sell |
30,533
-9,549
| -24% | -$829K | 0.55% | 41 |
|
|
2019
Q4 | $3.88M | Buy |
40,082
+164
| +0.4% | +$15.9K | 0.64% | 45 |
|
|
2019
Q3 | $3.49M | Buy |
39,918
+5,203
| +15% | +$455K | 0.73% | 39 |
|
|
2019
Q2 | $3.15M | Buy |
34,715
+173
| +0.5% | +$15.7K | 0.68% | 37 |
|
|
2019
Q1 | $2.7M | Buy |
34,542
+436
| +1% | +$34.1K | 0.66% | 41 |
|
|
2018
Q4 | $2.41M | Sell |
34,106
-503
| -1% | -$35.5K | 0.72% | 36 |
|
|
2018
Q3 | $2.58M | Buy |
34,609
+587
| +2% | +$43.7K | 0.54% | 43 |
|
|
2018
Q2 | $2.42M | Sell |
34,022
-364
| -1% | -$25.9K | 0.56% | 47 |
|
|
2018
Q1 | $2.35M | Sell |
34,386
-4,325
| -11% | -$296K | 0.66% | 38 |
|
|
2017
Q4 | $2.46M | Sell |
38,711
-61
| -0.2% | -$3.88K | 0.62% | 44 |
|
|
2017
Q3 | $2.4M | Buy |
38,772
+1,516
| +4% | +$93.8K | 0.65% | 38 |
|
|
2017
Q2 | $2.21M | Buy |
37,256
+2,348
| +7% | +$139K | 0.7% | 32 |
|
|
2017
Q1 | $1.97M | Buy |
34,908
+1,070
| +3% | +$60.3K | 0.71% | 31 |
|
|
2016
Q4 | $1.78M | Buy |
+33,838
| New | +$1.78M | 0.69% | 32 |
|