KCM Investment 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 | $347K | Sell |
1,083
-8
| -0.7% | -$2.56K | 0.01% | 303 |
|
|
2025
Q1 | $377K | Buy |
1,091
+9
| +0.8% | +$3.11K | 0.01% | 282 |
|
|
2024
Q4 | $307K | Sell |
1,082
-2
| -0.2% | -$568 | 0.01% | 308 |
|
|
2024
Q3 | $305K | Sell |
1,084
-25
| -2% | -$7.03K | 0.01% | 320 |
|
|
2024
Q2 | $288K | Hold |
1,109
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $277K | Buy |
1,109
+24
| +2% | +$6K | 0.01% | 330 |
|
|
2023
Q4 | $244K | Sell |
1,085
-24
| -2% | -$5.4K | 0.01% | 337 |
|
|
2023
Q3 | $253K | Sell |
1,109
-6
| -0.5% | -$1.37K | 0.01% | 333 |
|
|
2023
Q2 | $245K | Sell |
1,115
-144
| -11% | -$31.6K | 0.01% | 355 |
|
|
2023
Q1 | $241K | Buy |
1,259
+31
| +3% | +$5.93K | 0.01% | 377 |
|
|
2022
Q4 | $232K | Buy |
1,228
+33
| +3% | +$6.24K | 0.01% | 370 |
|
|
2022
Q3 | $205K | Buy |
+1,195
| New | +$205K | 0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-1,204
| Closed | -$210K | – | 385 |
|
|
2022
Q1 | $210K | Sell |
1,204
-34
| -3% | -$5.93K | 0.01% | 399 |
|
|
2021
Q4 | $210K | Sell |
1,238
-149
| -11% | -$25.3K | 0.01% | 401 |
|
|
2021
Q3 | $206K | Buy |
+1,387
| New | +$206K | 0.01% | 381 |
|
|
2021
Q1 | – | Sell |
-4,090
| Closed | -$506K | – | 368 |
|
|
2020
Q4 | $506K | Buy |
4,090
+1,688
| +70% | +$209K | 0.02% | 237 |
|
|
2020
Q3 | $254K | Buy |
2,402
+117
| +5% | +$12.4K | 0.01% | 280 |
|
|
2020
Q2 | $223K | Buy |
+2,285
| New | +$223K | 0.01% | 313 |
|