L.J. Altfest & Co’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 | $229K | Sell |
715
-65
| -8% | -$20.8K | 0.03% | 307 |
|
|
2025
Q1 | $269K | Sell |
780
-17
| -2% | -$5.87K | 0.03% | 285 |
|
|
2024
Q4 | $226K | Buy |
797
+24
| +3% | +$6.82K | 0.03% | 296 |
|
|
2024
Q3 | $218K | Sell |
773
-39
| -5% | -$11K | 0.03% | 310 |
|
|
2024
Q2 | $211K | Sell |
812
-61
| -7% | -$15.9K | 0.03% | 299 |
|
|
2024
Q1 | $218K | Buy |
+873
| New | +$218K | 0.03% | 294 |
|
|
2023
Q4 | – | Sell |
-927
| Closed | -$211K | – | 304 |
|
|
2023
Q3 | $211K | Sell |
927
-310
| -25% | -$70.6K | 0.03% | 277 |
|
|
2023
Q2 | $272K | Sell |
1,237
-157
| -11% | -$34.5K | 0.04% | 255 |
|
|
2023
Q1 | $267K | Sell |
1,394
-8
| -0.6% | -$1.53K | 0.04% | 237 |
|
|
2022
Q4 | $264K | Sell |
1,402
-34
| -2% | -$6.4K | 0.04% | 224 |
|
|
2022
Q3 | $246K | Hold |
1,436
| – | – | 0.05% | 232 |
|
|
2022
Q2 | $234K | Sell |
1,436
-11
| -0.8% | -$1.79K | 0.04% | 226 |
|
|
2022
Q1 | $253K | Buy |
1,447
+159
| +12% | +$27.8K | 0.05% | 223 |
|
|
2021
Q4 | $219K | Buy |
+1,288
| New | +$219K | 0.04% | 228 |
|
|
2020
Q1 | – | Sell |
-2,795
| Closed | -$266K | – | 201 |
|
|
2019
Q4 | $266K | Hold |
2,795
| – | – | 0.07% | 160 |
|
|
2019
Q3 | $250K | Sell |
2,795
-16
| -0.6% | -$1.43K | 0.06% | 156 |
|
|
2019
Q2 | $246K | Hold |
2,811
| – | – | 0.07% | 158 |
|
|
2019
Q1 | $220K | Sell |
2,811
-98
| -3% | -$7.67K | 0.05% | 170 |
|
|
2018
Q4 | $214K | Buy |
+2,909
| New | +$214K | 0.06% | 137 |
|
|
2017
Q2 | – | Sell |
-5,171
| Closed | -$292K | – | 142 |
|
|
2017
Q1 | $292K | Buy |
+5,171
| New | +$292K | 0.12% | 111 |
|