Lantz Financial’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 | $625K | Buy |
1,953
+10
| +0.5% | +$3.2K | 0.16% | 129 |
|
|
2025
Q1 | $671K | Buy |
1,943
+152
| +8% | +$52.5K | 0.18% | 123 |
|
|
2024
Q4 | $508K | Buy |
1,791
+319
| +22% | +$90.5K | 0.14% | 137 |
|
|
2024
Q3 | $414K | Buy |
1,472
+10
| +0.7% | +$2.81K | 0.11% | 153 |
|
|
2024
Q2 | $379K | Buy |
1,462
+17
| +1% | +$4.41K | 0.12% | 146 |
|
|
2024
Q1 | $361K | Sell |
1,445
-17
| -1% | -$4.25K | 0.12% | 145 |
|
|
2023
Q4 | $329K | Buy |
+1,462
| New | +$329K | 0.12% | 147 |
|