Lido 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 | $2.87M | Buy |
8,963
+1,945
| +28% | +$623K | 0.01% | 461 |
|
|
2025
Q1 | $2.42M | Buy |
7,018
+1,036
| +17% | +$358K | 0.01% | 470 |
|
|
2024
Q4 | $1.7M | Sell |
5,982
-30
| -0.5% | -$8.52K | 0.01% | 521 |
|
|
2024
Q3 | $1.69M | Buy |
6,012
+714
| +13% | +$201K | 0.01% | 479 |
|
|
2024
Q2 | $1.37M | Buy |
5,298
+503
| +10% | +$130K | 0.01% | 507 |
|
|
2024
Q1 | $1.2M | Buy |
4,795
+151
| +3% | +$37.8K | 0.01% | 534 |
|
|
2023
Q4 | $1.04M | Buy |
4,644
+1,827
| +65% | +$411K | 0.01% | 552 |
|
|
2023
Q3 | $642K | Buy |
2,817
+396
| +16% | +$90.3K | ﹤0.01% | 608 |
|
|
2023
Q2 | $532K | Sell |
2,421
-2,022
| -46% | -$444K | ﹤0.01% | 645 |
|
|
2023
Q1 | $850K | Buy |
4,443
+189
| +4% | +$36.2K | 0.01% | 470 |
|
|
2022
Q4 | $802K | Buy |
4,254
+2,805
| +194% | +$529K | 0.01% | 416 |
|
|
2022
Q3 | $248K | Buy |
+1,449
| New | +$248K | ﹤0.01% | 730 |
|