JWM
Janiczek Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.7M | Buy |
10,393
+470
| +5% | +$122K | 0.56% | 24 |
|
|
2024
Q1 | $2.48M | Hold |
9,923
| – | – | 0.53% | 24 |
|
|
2023
Q4 | $2.23M | Buy |
9,923
+280
| +3% | +$63K | 0.54% | 22 |
|
|
2023
Q3 | $2.2M | Buy |
9,643
+7
| +0.1% | +$1.6K | 0.58% | 21 |
|
|
2023
Q2 | $2.12M | Buy |
9,636
+16
| +0.2% | +$3.51K | 0.58% | 21 |
|
|
2023
Q1 | $1.93M | Hold |
9,620
| – | – | 0.55% | 21 |
|
|
2022
Q4 | $1.88M | Hold |
9,620
| – | – | 0.53% | 22 |
|
|
2022
Q3 | $1.7M | Buy |
9,620
+1,325
| +16% | +$234K | 0.55% | 22 |
|
|
2022
Q2 | $1.49M | Hold |
8,295
| – | – | 0.44% | 27 |
|
|
2022
Q1 | $1.45M | Sell |
8,295
-6
| -0.1% | -$1.05K | 0.4% | 26 |
|
|
2021
Q4 | $1.41M | Buy |
8,301
+6
| +0.1% | +$1.02K | 0.42% | 25 |
|
|
2021
Q3 | $1.23M | Hold |
8,295
| – | – | 0.44% | 25 |
|
|
2021
Q2 | $1.16M | Buy |
8,295
+16
| +0.2% | +$2.24K | 0.42% | 26 |
|
|
2021
Q1 | $1.03M | Hold |
8,279
| – | – | 0.41% | 27 |
|
|
2020
Q4 | $1.02M | Buy |
8,279
+9
| +0.1% | +$1.11K | 0.5% | 21 |
|
|
2020
Q3 | $873K | Sell |
8,270
-50
| -0.6% | -$5.28K | 0.47% | 19 |
|
|
2020
Q2 | $811K | Hold |
8,320
| – | – | 0.46% | 20 |
|
|
2020
Q1 | $678K | Hold |
8,320
| – | – | 0.38% | 22 |
|
|
2019
Q4 | $792K | Hold |
8,320
| – | – | 0.36% | 24 |
|
|
2019
Q3 | $745K | Sell |
8,320
-155
| -2% | -$13.9K | 0.34% | 24 |
|
|
2019
Q2 | $742K | Buy |
8,475
+155
| +2% | +$13.6K | 0.35% | 22 |
|
|
2019
Q1 | $650K | Hold |
8,320
| – | – | 0.31% | 23 |
|
|
2018
Q4 | $613K | Hold |
8,320
| – | – | 0.31% | 23 |
|
|
2018
Q3 | $619K | Hold |
8,320
| – | – | 0.32% | 19 |
|
|
2018
Q2 | $543K | Hold |
8,320
| – | – | 0.29% | 20 |
|
|
2018
Q1 | $572K | Sell |
8,320
-730
| -8% | -$50.2K | 0.32% | 16 |
|
|
2017
Q4 | $573K | Hold |
9,050
| – | – | 0.31% | 16 |
|
|
2017
Q3 | $557K | Hold |
9,050
| – | – | 0.31% | 18 |
|
|
2017
Q2 | $518K | Hold |
9,050
| – | – | 0.3% | 18 |
|
|
2017
Q1 | $512K | Sell |
9,050
-800
| -8% | -$45.3K | 0.29% | 17 |
|
|
2016
Q4 | $512K | Buy |
+9,850
| New | +$512K | 0.23% | 15 |
|