Lake Street Private Wealth’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 | $444K | Sell |
1,387
-50
| -3% | -$16K | 0.06% | 170 |
|
|
2025
Q1 | $496K | Sell |
1,437
-175
| -11% | -$60.4K | 0.08% | 156 |
|
|
2024
Q4 | $458K | Buy |
1,612
+175
| +12% | +$49.7K | 0.07% | 157 |
|
|
2024
Q3 | $404K | Sell |
1,437
-375
| -21% | -$106K | 0.06% | 186 |
|
|
2024
Q2 | $470K | Hold |
1,812
| – | – | 0.06% | 229 |
|
|
2024
Q1 | $453K | Sell |
1,812
-30
| -2% | -$7.5K | 0.06% | 226 |
|
|
2023
Q4 | $414K | Sell |
1,842
-17
| -0.9% | -$3.82K | 0.07% | 227 |
|
|
2023
Q3 | $429K | Hold |
1,859
| – | – | 0.08% | 200 |
|
|
2023
Q2 | $408K | Sell |
1,859
-31
| -2% | -$6.81K | 0.07% | 200 |
|
|
2023
Q1 | $362K | Sell |
1,890
-30
| -2% | -$5.74K | 0.07% | 210 |
|
|
2022
Q4 | $362K | Sell |
1,920
-43
| -2% | -$8.11K | 0.07% | 206 |
|
|
2022
Q3 | $336K | Sell |
1,963
-115
| -6% | -$19.7K | 0.08% | 207 |
|
|
2022
Q2 | $339K | Hold |
2,078
| – | – | 0.07% | 217 |
|
|
2022
Q1 | $363K | Hold |
2,078
| – | – | 0.07% | 219 |
|
|
2021
Q4 | $353K | Buy |
+2,078
| New | +$353K | 0.06% | 233 |
|