Leeward Financial Partners’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 | $2.18M | Sell |
6,822
-401
| -6% | -$128K | 0.69% | 42 |
|
|
2025
Q1 | $2.49M | Sell |
7,223
-1,027
| -12% | -$355K | 0.93% | 34 |
|
|
2024
Q4 | $2.34M | Buy |
8,250
+29
| +0.4% | +$8.23K | 0.84% | 37 |
|
|
2024
Q3 | $2.31M | Buy |
8,221
+303
| +4% | +$85.3K | 0.87% | 37 |
|
|
2024
Q2 | $2.05M | Buy |
7,918
+368
| +5% | +$95.4K | 0.83% | 37 |
|
|
2024
Q1 | $1.89M | Buy |
7,550
+519
| +7% | +$130K | 0.8% | 40 |
|
|
2023
Q4 | $1.58M | Buy |
7,031
+61
| +0.9% | +$13.7K | 0.76% | 43 |
|
|
2023
Q3 | $1.59M | Buy |
6,970
+53
| +0.8% | +$12.1K | 0.88% | 38 |
|
|
2023
Q2 | $1.52M | Buy |
6,917
+93
| +1% | +$20.4K | 0.87% | 41 |
|
|
2023
Q1 | $1.31M | Buy |
6,824
+336
| +5% | +$64.3K | 0.8% | 43 |
|
|
2022
Q4 | $1.22M | Buy |
+6,488
| New | +$1.22M | 0.85% | 42 |
|