Legacy Capital Wealth 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 | $628K | Sell |
1,963
-52
| -3% | -$16.6K | 0.14% | 155 |
|
|
2025
Q1 | $696K | Buy |
2,015
+104
| +5% | +$35.9K | 0.17% | 125 |
|
|
2024
Q4 | $542K | Buy |
1,911
+43
| +2% | +$12.2K | 0.13% | 157 |
|
|
2024
Q3 | $526K | Sell |
1,868
-54
| -3% | -$15.2K | 0.11% | 188 |
|
|
2024
Q2 | $498K | Buy |
+1,922
| New | +$498K | 0.13% | 162 |
|
|
2024
Q1 | – | Sell |
-1,568
| Closed | -$353K | – | 120 |
|
|
2023
Q4 | $353K | Sell |
1,568
-20
| -1% | -$4.5K | 0.1% | 197 |
|
|
2023
Q3 | $362K | Buy |
+1,588
| New | +$362K | 0.1% | 191 |
|
|
2023
Q2 | – | Sell |
-1,422
| Closed | -$272K | – | 47 |
|
|
2023
Q1 | $272K | Buy |
+1,422
| New | +$272K | 0.07% | 202 |
|