Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.46M | Sell |
13,342
-830
| -6% | -$215K | 0.89% | 18 |
|
|
2024
Q1 | $3.19M | Hold |
14,172
| – | – | 0.89% | 17 |
|
|
2023
Q4 | $3.19M | Sell |
14,172
-3,533
| -20% | -$794K | 0.89% | 17 |
|
|
2023
Q3 | $4.04M | Sell |
17,705
-1,043
| -6% | -$238K | 1.25% | 13 |
|
|
2023
Q2 | $4.12M | Sell |
18,748
-3,331
| -15% | -$731K | 1.22% | 13 |
|
|
2023
Q1 | $4.22M | Buy |
22,079
+65
| +0.3% | +$12.4K | 1.3% | 13 |
|
|
2022
Q4 | $4.15M | Sell |
22,014
-163
| -0.7% | -$30.7K | 1.39% | 12 |
|
|
2022
Q3 | $3.8M | Sell |
22,177
-4,489
| -17% | -$769K | 1.64% | 11 |
|
|
2022
Q2 | $4.35M | Buy |
26,666
+2,600
| +11% | +$424K | 1.99% | 9 |
|
|
2022
Q1 | $4.2M | Buy |
24,066
+73
| +0.3% | +$12.7K | 1.75% | 10 |
|
|
2021
Q4 | $4.07M | Sell |
23,993
-6,432
| -21% | -$1.09M | 1.85% | 11 |
|
|
2021
Q3 | $4.52M | Buy |
30,425
+97
| +0.3% | +$14.4K | 2.48% | 9 |
|
|
2021
Q2 | $4.25M | Sell |
30,328
-3,496
| -10% | -$490K | 2.44% | 8 |
|
|
2021
Q1 | $4.22M | Sell |
33,824
-7,072
| -17% | -$882K | 2.77% | 7 |
|
|
2020
Q4 | $5.06M | Buy |
+40,896
| New | +$5.06M | 3.59% | 7 |
|