JFS Wealth 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 | $23.7K | Sell |
74
-18
| -20% | -$5.76K | ﹤0.01% | 622 |
|
|
2025
Q1 | $31.8K | Buy |
92
+10
| +12% | +$3.45K | ﹤0.01% | 557 |
|
|
2024
Q4 | $23.3K | Hold |
82
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $23.1K | Buy |
82
+2
| +3% | +$563 | ﹤0.01% | 611 |
|
|
2024
Q2 | $20.7K | Sell |
80
-44
| -35% | -$11.4K | ﹤0.01% | 596 |
|
|
2024
Q1 | $31K | Sell |
124
-5
| -4% | -$1.25K | ﹤0.01% | 524 |
|
|
2023
Q4 | $29K | Buy |
129
+13
| +11% | +$2.92K | ﹤0.01% | 508 |
|
|
2023
Q3 | $26.4K | Buy |
116
+2
| +2% | +$456 | ﹤0.01% | 483 |
|
|
2023
Q2 | $25K | Hold |
114
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $21.8K | Sell |
114
-4
| -3% | -$765 | ﹤0.01% | 517 |
|
|
2022
Q4 | $22.2K | Buy |
118
+1
| +0.9% | +$189 | ﹤0.01% | 513 |
|
|
2022
Q3 | $20K | Buy |
117
+7
| +6% | +$1.2K | ﹤0.01% | 565 |
|
|
2022
Q2 | $18K | Buy |
110
+20
| +22% | +$3.27K | ﹤0.01% | 600 |
|
|
2022
Q1 | $16K | Buy |
90
+26
| +41% | +$4.62K | ﹤0.01% | 655 |
|
|
2021
Q4 | $11K | Buy |
64
+22
| +52% | +$3.78K | ﹤0.01% | 670 |
|
|
2021
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 694 |
|
|
2021
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 463 |
|
|
2020
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 454 |
|
|
2020
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 413 |
|