Jones Financial Companies’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 | $3.34M | Buy |
10,525
+5,281
| +101% | +$1.68M | ﹤0.01% | 609 |
|
|
2025
Q1 | $1.79M | Buy |
5,244
+2,001
| +62% | +$682K | ﹤0.01% | 686 |
|
|
2024
Q4 | $921K | Buy |
3,243
+2,502
| +338% | +$710K | ﹤0.01% | 771 |
|
|
2024
Q3 | $207K | Buy |
741
+580
| +360% | +$162K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $41.7K | Buy |
161
+78
| +94% | +$20.2K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $20.8K | Buy |
83
+31
| +60% | +$7.75K | ﹤0.01% | 897 |
|
|
2023
Q4 | $11.7K | Buy |
52
+40
| +333% | +$9K | ﹤0.01% | 660 |
|
|
2023
Q3 | $2.74K | Buy |
+12
| New | +$2.74K | ﹤0.01% | 549 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$4.78K | – | 530 |
|
|
2023
Q1 | $4.78K | Buy |
25
+24
| +2,400% | +$4.59K | ﹤0.01% | 522 |
|
|
2022
Q4 | $0 | Sell |
1
-59
| -98% | – | ﹤0.01% | 728 |
|
|
2022
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 470 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$2K | – | 682 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 713 |
|
|
2021
Q3 | $2K | Sell |
14
-5
| -26% | -$714 | ﹤0.01% | 618 |
|
|
2021
Q2 | $3K | Buy |
19
+14
| +280% | +$2.21K | ﹤0.01% | 587 |
|
|
2021
Q1 | $1K | Sell |
5
-39
| -89% | -$7.8K | ﹤0.01% | 761 |
|
|
2020
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 491 |
|