Longview 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 | $481K | Sell |
1,502
-3
| -0.2% | -$960 | 0.41% | 27 |
|
|
2025
Q1 | $520K | Sell |
1,505
-46
| -3% | -$15.9K | 0.45% | 26 |
|
|
2024
Q4 | $440K | Sell |
1,551
-165
| -10% | -$46.8K | 0.35% | 32 |
|
|
2024
Q3 | $483K | Buy |
1,716
+79
| +5% | +$22.2K | 0.35% | 32 |
|
|
2024
Q2 | $425K | Sell |
1,637
-7
| -0.4% | -$1.82K | 0.32% | 33 |
|
|
2024
Q1 | $411K | Sell |
1,644
-84
| -5% | -$21K | 0.31% | 33 |
|
|
2023
Q4 | $389K | Buy |
+1,728
| New | +$389K | 0.31% | 30 |
|