Kelly Financial Services’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 | $232K | Buy |
724
+87
| +14% | +$27.8K | 0.07% | 108 |
|
|
2025
Q1 | $220K | Buy |
+637
| New | +$220K | 0.08% | 101 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$77.9K | – | 134 |
|
|
2024
Q2 | $77.9K | Buy |
300
+108
| +56% | +$28K | 0.03% | 182 |
|
|
2024
Q1 | $48K | Hold |
192
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $43.1K | Buy |
192
+51
| +36% | +$11.4K | 0.02% | 220 |
|
|
2023
Q3 | $32.2K | Sell |
141
-20
| -12% | -$4.57K | 0.01% | 229 |
|
|
2023
Q2 | $35.4K | Buy |
161
+113
| +235% | +$24.9K | 0.02% | 228 |
|
|
2023
Q1 | $9.21K | Buy |
+48
| New | +$9.21K | ﹤0.01% | 364 |
|