LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Buy |
36
+19
| +112% | +$6.12K | 0.03% | 197 |
|
|
2025
Q1 | $5.92K | Sell |
17
-102
| -86% | -$35.5K | 0.02% | 208 |
|
|
2024
Q4 | $33.8K | Hold |
119
| – | – | 0.07% | 209 |
|
|
2024
Q3 | $33.5K | Sell |
119
-221
| -65% | -$62.2K | 0.08% | 182 |
|
|
2024
Q2 | $88.2K | Buy |
340
+319
| +1,519% | +$82.7K | 0.19% | 95 |
|
|
2024
Q1 | $5.25K | Hold |
21
| – | – | 0.01% | 620 |
|
|
2023
Q4 | $4.72K | Hold |
21
| – | – | 0.01% | 642 |
|
|
2023
Q3 | $4.79K | Sell |
21
-4,337
| -100% | -$989K | 0.01% | 629 |
|
|
2023
Q2 | $957K | Buy |
4,358
+2,628
| +152% | +$577K | 1.02% | 26 |
|
|
2023
Q1 | $331K | Buy |
+1,730
| New | +$331K | 0.62% | 46 |
|