Key Financial Inc’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 | $204K | Hold |
637
| – | – | 0.04% | 278 |
|
|
2025
Q1 | $220K | Buy |
637
+1
| +0.2% | +$345 | 0.05% | 253 |
|
|
2024
Q4 | $181K | Buy |
636
+146
| +30% | +$41.4K | 0.04% | 266 |
|
|
2024
Q3 | $138K | Sell |
490
-53
| -10% | -$14.9K | 0.03% | 295 |
|
|
2024
Q2 | $141K | Hold |
543
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $136K | Hold |
543
| – | – | 0.03% | 266 |
|
|
2023
Q4 | $122K | Sell |
543
-20
| -4% | -$4.5K | 0.03% | 272 |
|
|
2023
Q3 | $128K | Hold |
563
| – | – | 0.04% | 249 |
|
|
2023
Q2 | $124K | Buy |
563
+30
| +6% | +$6.59K | 0.04% | 261 |
|
|
2023
Q1 | $102K | Hold |
533
| – | – | 0.04% | 276 |
|
|
2022
Q4 | $91.3K | Hold |
533
| – | – | 0.04% | 257 |
|
|
2022
Q3 | $91K | Hold |
533
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $88K | Hold |
533
| – | – | 0.05% | 264 |
|
|
2022
Q1 | $93K | Hold |
533
| – | – | 0.05% | 262 |
|
|
2021
Q4 | $90K | Hold |
533
| – | – | 0.05% | 248 |
|
|
2021
Q3 | $79K | Hold |
533
| – | – | 0.04% | 262 |
|
|
2021
Q2 | $74K | Buy |
533
+503
| +1,677% | +$69.8K | 0.04% | 284 |
|
|
2021
Q1 | $4K | Buy |
30
+20
| +200% | +$2.67K | ﹤0.01% | 611 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 658 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$1K | – | 114 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 624 |
|