Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-466
| Closed | -$72K | – | 191 |
|
|
2021
Q3 | $72K | Buy |
466
+271
| +139% | +$41.9K | 0.03% | 346 |
|
|
2021
Q2 | $27K | Buy |
195
+15
| +8% | +$2.08K | 0.01% | 441 |
|
|
2021
Q1 | $20K | Hold |
180
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $20K | Buy |
180
+126
| +233% | +$14K | 0.01% | 450 |
|
|
2020
Q3 | $6K | Buy |
54
+22
| +69% | +$2.44K | ﹤0.01% | 587 |
|
|
2020
Q2 | $3K | Sell |
32
-74
| -70% | -$6.94K | ﹤0.01% | 679 |
|
|
2020
Q1 | $9K | Sell |
106
-42
| -28% | -$3.57K | 0.01% | 474 |
|
|
2019
Q4 | $14K | Sell |
148
-7
| -5% | -$662 | 0.01% | 470 |
|
|
2019
Q3 | $14K | Buy |
155
+147
| +1,838% | +$13.3K | 0.01% | 448 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 794 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 720 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 746 |
|