Kerrisdale Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,794
| Closed | -$4.06M | – | 83 |
|
|
2023
Q3 | $4.06M | Sell |
17,794
-7,291
| -29% | -$1.66M | 1.28% | 28 |
|
|
2023
Q2 | $5.51M | Hold |
25,085
| – | – | 1.48% | 23 |
|
|
2023
Q1 | $4.8M | Hold |
25,085
| – | – | 1.42% | 26 |
|
|
2022
Q4 | $4.73M | Buy |
25,085
+10,600
| +73% | +$2M | 1.4% | 22 |
|
|
2022
Q3 | $2.48M | Buy |
+14,485
| New | +$2.48M | 0.6% | 38 |
|