LWMM
Legacy Wealth Management (Mississippi)’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
13,491
-820
| -6% | -$262K | 1.31% | 15 |
|
|
2025
Q1 | $4.94M | Sell |
14,311
-230
| -2% | -$79.4K | 1.61% | 13 |
|
|
2024
Q4 | $4.13M | Sell |
14,541
-770
| -5% | -$219K | 1.64% | 14 |
|
|
2024
Q3 | $4.31M | Sell |
15,311
-150
| -1% | -$42.2K | 1.58% | 16 |
|
|
2024
Q2 | $4.01M | Sell |
15,461
-350
| -2% | -$90.8K | 1.69% | 15 |
|
|
2024
Q1 | $3.95M | Sell |
15,811
-40
| -0.3% | -$10K | 1.78% | 13 |
|
|
2023
Q4 | $3.56M | Hold |
15,851
| – | – | 1.72% | 12 |
|
|
2023
Q3 | $3.61M | Sell |
15,851
-120
| -0.8% | -$27.4K | 1.88% | 10 |
|
|
2023
Q2 | $3.51M | Hold |
15,971
| – | – | 1.76% | 10 |
|
|
2023
Q1 | $3.06M | Hold |
15,971
| – | – | 1.69% | 13 |
|
|
2022
Q4 | $3.01M | Sell |
15,971
-110
| -0.7% | -$20.7K | 1.78% | 12 |
|
|
2022
Q3 | $2.75M | Sell |
16,081
-830
| -5% | -$142K | 1.86% | 11 |
|
|
2022
Q2 | $2.76M | Hold |
16,911
| – | – | 1.68% | 13 |
|
|
2022
Q1 | $2.95M | Buy |
16,911
+31
| +0.2% | +$5.41K | 1.54% | 14 |
|
|
2021
Q4 | $2.86M | Buy |
16,880
+24
| +0.1% | +$4.07K | 1.47% | 11 |
|
|
2021
Q3 | $2.51M | Sell |
16,856
-30
| -0.2% | -$4.46K | 1.34% | 21 |
|
|
2021
Q2 | $2.37M | Sell |
16,886
-632
| -4% | -$88.5K | 1.31% | 19 |
|
|
2021
Q1 | $2.19M | Buy |
17,518
+650
| +4% | +$81.1K | 1.32% | 19 |
|
|
2020
Q4 | $2.09M | Sell |
16,868
-1,380
| -8% | -$171K | 1.32% | 20 |
|
|
2020
Q3 | $1.93M | Buy |
18,248
+282
| +2% | +$29.8K | 1.33% | 19 |
|
|
2020
Q2 | $1.75M | Buy |
17,966
+300
| +2% | +$29.2K | 1.34% | 18 |
|
|
2020
Q1 | $1.44M | Buy |
17,666
+7,231
| +69% | +$589K | 1.34% | 19 |
|
|
2019
Q4 | $994K | Buy |
+10,435
| New | +$994K | 0.87% | 32 |
|