Live Oak Private Wealth’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 | $754K | Buy |
2,354
+10
| +0.4% | +$3.2K | 0.11% | 113 |
|
|
2025
Q1 | $809K | Hold |
2,344
| – | – | 0.13% | 106 |
|
|
2024
Q4 | $665K | Buy |
2,344
+129
| +6% | +$36.6K | 0.11% | 107 |
|
|
2024
Q3 | $623K | Hold |
2,215
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $574K | Hold |
2,215
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $554K | Hold |
2,215
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $498K | Buy |
2,215
+200
| +10% | +$45K | 0.09% | 109 |
|
|
2023
Q3 | $459K | Hold |
2,015
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $442K | Hold |
2,015
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $385K | Hold |
2,015
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $380K | Sell |
2,015
-385
| -16% | -$72.6K | 0.08% | 122 |
|
|
2022
Q3 | $411K | Hold |
2,400
| – | – | 0.09% | 122 |
|
|
2022
Q2 | $391K | Hold |
2,400
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $419K | Hold |
2,400
| – | – | 0.08% | 127 |
|
|
2021
Q4 | $407K | Hold |
2,400
| – | – | 0.08% | 134 |
|
|
2021
Q3 | $357K | Hold |
2,400
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $336K | Hold |
2,400
| – | – | 0.07% | 133 |
|
|
2021
Q1 | $299K | Hold |
2,400
| – | – | 0.07% | 131 |
|
|
2020
Q4 | $297K | Hold |
2,400
| – | – | 0.08% | 123 |
|
|
2020
Q3 | $253K | Sell |
2,400
-383
| -14% | -$40.4K | 0.09% | 117 |
|
|
2020
Q2 | $271K | Sell |
2,783
-300
| -10% | -$29.2K | 0.1% | 113 |
|
|
2020
Q1 | $251K | Buy |
+3,083
| New | +$251K | 0.26% | 61 |
|