Kingsview Wealth Management’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 | $477K | Sell |
1,490
-389
| -21% | -$125K | 0.01% | 782 |
|
|
2025
Q1 | $649K | Buy |
1,879
+897
| +91% | +$310K | 0.01% | 649 |
|
|
2024
Q4 | $279K | Buy |
982
+119
| +14% | +$33.8K | 0.01% | 933 |
|
|
2024
Q3 | $243K | Buy |
+863
| New | +$243K | 0.01% | 954 |
|
|
2023
Q1 | – | Sell |
-1,541
| Closed | -$291K | – | 882 |
|
|
2022
Q4 | $291K | Sell |
1,541
-12
| -0.8% | -$2.26K | 0.01% | 678 |
|
|
2022
Q3 | $266K | Buy |
+1,553
| New | +$266K | 0.01% | 671 |
|
|
2020
Q2 | – | Sell |
-2,706
| Closed | -$221K | – | 572 |
|
|
2020
Q1 | $221K | Buy |
+2,706
| New | +$221K | 0.03% | 409 |
|