LW
Linscomb Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
2,615
-25
| -0.9% | -$8K | 0.04% | 187 |
|
|
2025
Q1 | $911K | Buy |
2,640
+12
| +0.5% | +$4.14K | 0.05% | 175 |
|
|
2024
Q4 | $746K | Buy |
2,628
+57
| +2% | +$16.2K | 0.04% | 193 |
|
|
2024
Q3 | $723K | Sell |
2,571
-10
| -0.4% | -$2.81K | 0.04% | 192 |
|
|
2024
Q2 | $669K | Buy |
2,581
+4
| +0.2% | +$1.04K | 0.03% | 193 |
|
|
2024
Q1 | $644K | Hold |
2,577
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $580K | Sell |
2,577
-25
| -1% | -$5.62K | 0.03% | 203 |
|
|
2023
Q3 | $593K | Sell |
2,602
-10
| -0.4% | -$2.28K | 0.03% | 194 |
|
|
2023
Q2 | $574K | Sell |
2,612
-50
| -2% | -$11K | 0.03% | 196 |
|
|
2023
Q1 | $509K | Hold |
2,662
| – | – | 0.03% | 212 |
|
|
2022
Q4 | $502K | Sell |
2,662
-3
| -0.1% | -$566 | 0.03% | 226 |
|
|
2022
Q3 | $456K | Hold |
2,665
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $435K | Hold |
2,665
| – | – | 0.02% | 213 |
|
|
2022
Q1 | $465K | Sell |
2,665
-10
| -0.4% | -$1.75K | 0.02% | 238 |
|
|
2021
Q4 | $454K | Hold |
2,675
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $398K | Sell |
2,675
-18
| -0.7% | -$2.68K | 0.02% | 236 |
|
|
2021
Q2 | $377K | Hold |
2,693
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $336K | Sell |
2,693
-100
| -4% | -$12.5K | 0.02% | 247 |
|
|
2020
Q4 | $346K | Sell |
2,793
-12
| -0.4% | -$1.49K | 0.02% | 235 |
|
|
2020
Q3 | $296K | Sell |
2,805
-7
| -0.2% | -$739 | 0.02% | 237 |
|
|
2020
Q2 | $274K | Sell |
2,812
-40
| -1% | -$3.9K | 0.02% | 249 |
|
|
2020
Q1 | $232K | Hold |
2,852
| – | – | 0.02% | 353 |
|
|
2019
Q4 | $272K | Buy |
2,852
+40
| +1% | +$3.82K | 0.02% | 369 |
|
|
2019
Q3 | $252K | Sell |
2,812
-23
| -0.8% | -$2.06K | 0.02% | 238 |
|
|
2019
Q2 | $248K | Buy |
2,835
+16
| +0.6% | +$1.4K | 0.02% | 240 |
|
|
2019
Q1 | $220K | Hold |
2,819
| – | – | 0.02% | 248 |
|
|
2018
Q4 | $208K | Buy |
2,819
+96
| +4% | +$7.08K | 0.02% | 248 |
|
|
2018
Q3 | $203K | Buy |
+2,723
| New | +$203K | 0.02% | 272 |
|