Kestra Private Wealth 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 | $814K | Sell |
2,542
-70
| -3% | -$22.4K | 0.01% | 821 |
|
|
2025
Q1 | $902K | Sell |
2,612
-175
| -6% | -$60.4K | 0.02% | 718 |
|
|
2024
Q4 | $791K | Buy |
2,787
+417
| +18% | +$118K | 0.01% | 739 |
|
|
2024
Q3 | $667K | Sell |
2,370
-1,573
| -40% | -$443K | 0.01% | 764 |
|
|
2024
Q2 | $1.02M | Sell |
3,943
-704
| -15% | -$183K | 0.02% | 567 |
|
|
2024
Q1 | $1.16M | Sell |
4,647
-280
| -6% | -$70K | 0.03% | 515 |
|
|
2023
Q4 | $1.11M | Buy |
4,927
+2,251
| +84% | +$506K | 0.03% | 498 |
|
|
2023
Q3 | $610K | Sell |
2,676
-306
| -10% | -$69.7K | 0.02% | 603 |
|
|
2023
Q2 | $655K | Buy |
2,982
+1,468
| +97% | +$322K | 0.02% | 549 |
|
|
2023
Q1 | $290K | Buy |
1,514
+223
| +17% | +$42.7K | 0.01% | 791 |
|
|
2022
Q4 | $243K | Sell |
1,291
-580
| -31% | -$109K | 0.01% | 730 |
|
|
2022
Q3 | $320K | Buy |
1,871
+41
| +2% | +$7.01K | 0.02% | 627 |
|
|
2022
Q2 | $298K | Buy |
1,830
+177
| +11% | +$28.8K | 0.02% | 661 |
|
|
2022
Q1 | $289K | Sell |
1,653
-346
| -17% | -$60.5K | 0.01% | 759 |
|
|
2021
Q4 | $339K | Sell |
1,999
-542
| -21% | -$91.9K | 0.02% | 722 |
|
|
2021
Q3 | $378K | Sell |
2,541
-113
| -4% | -$16.8K | 0.02% | 623 |
|
|
2021
Q2 | $372K | Sell |
2,654
-937
| -26% | -$131K | 0.02% | 596 |
|
|
2021
Q1 | $448K | Buy |
3,591
+652
| +22% | +$81.3K | 0.03% | 479 |
|
|
2020
Q4 | $358K | Buy |
2,939
+543
| +23% | +$66.1K | 0.03% | 523 |
|
|
2020
Q3 | $253K | Buy |
+2,396
| New | +$253K | 0.02% | 534 |
|