KWM
Kolinsky Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $825K | Buy |
2,908
+433
| +17% | +$123K | 0.5% | 30 |
|
|
2024
Q3 | $696K | Buy |
2,475
+4
| +0.2% | +$1.13K | 0.45% | 44 |
|
|
2024
Q2 | $641K | Buy |
2,471
+86
| +4% | +$22.3K | 0.46% | 46 |
|
|
2024
Q1 | $596K | Buy |
2,385
+234
| +11% | +$58.5K | 0.46% | 47 |
|
|
2023
Q4 | $484K | Buy |
2,151
+187
| +10% | +$42.1K | 0.43% | 55 |
|
|
2023
Q3 | $448K | Buy |
1,964
+21
| +1% | +$4.79K | 0.44% | 49 |
|
|
2023
Q2 | $417K | Buy |
1,943
+87
| +5% | +$18.7K | 0.4% | 63 |
|
|
2023
Q1 | $355K | Buy |
1,856
+19
| +1% | +$3.63K | 0.38% | 63 |
|
|
2022
Q4 | $346K | Buy |
1,837
+22
| +1% | +$4.14K | 0.39% | 65 |
|
|
2022
Q3 | $311K | Sell |
1,815
-42
| -2% | -$7.2K | 0.39% | 60 |
|
|
2022
Q2 | $303K | Buy |
1,857
+22
| +1% | +$3.59K | 0.36% | 68 |
|
|
2022
Q1 | $320K | Sell |
1,835
-12
| -0.6% | -$2.09K | 0.31% | 71 |
|
|
2021
Q4 | $313K | Buy |
+1,847
| New | +$313K | 0.29% | 92 |
|