Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 788 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-267
| Closed | -$22K | – | 585 |
|
|
2020
Q1 | $22K | Hold |
267
| – | – | ﹤0.01% | 240 |
|
|
2019
Q4 | $25K | Hold |
267
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $24K | Buy |
+267
| New | +$24K | ﹤0.01% | 264 |
|
|
2016
Q1 | – | Sell |
-19
| Closed | -$1K | – | 251 |
|
|
2015
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 376 |
|