Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $969K | Buy |
9,948
+1,587
| +19% | +$155K | 0.3% | 66 |
|
|
2020
Q1 | $681K | Sell |
8,361
-379
| -4% | -$30.9K | 0.23% | 70 |
|
|
2019
Q4 | $832K | Sell |
8,740
-182
| -2% | -$17.3K | 0.23% | 73 |
|
|
2019
Q3 | $799K | Sell |
8,922
-188
| -2% | -$16.8K | 0.23% | 69 |
|
|
2019
Q2 | $797K | Buy |
9,110
+7,888
| +645% | +$690K | 0.24% | 70 |
|
|
2019
Q1 | $95K | Buy |
1,222
+1,202
| +6,010% | +$93.4K | 0.03% | 183 |
|
|
2018
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 537 |
|