LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2K | Hold |
285
| – | – | ﹤0.01% | 354 |
|
|
2025
Q1 | $94.6K | Sell |
285
-30
| -10% | -$9.95K | ﹤0.01% | 336 |
|
|
2024
Q4 | $93.2K | Buy |
315
+163
| +107% | +$48.2K | ﹤0.01% | 348 |
|
|
2024
Q3 | $43.7K | Buy |
152
+49
| +48% | +$14.1K | ﹤0.01% | 397 |
|
|
2024
Q2 | $27.6K | Hold |
103
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $24.5K | Buy |
103
+43
| +72% | +$10.2K | ﹤0.01% | 442 |
|
|
2023
Q4 | $13.9K | Hold |
60
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $14.5K | Buy |
+60
| New | +$14.5K | ﹤0.01% | 503 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$51K | – | 635 |
|
|
2021
Q4 | $51K | Buy |
+300
| New | +$51K | ﹤0.01% | 461 |
|
|
2021
Q3 | – | Sell |
-31
| Closed | -$4K | – | 749 |
|
|
2021
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 753 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$4K | – | 310 |
|
|
2020
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 698 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 588 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 573 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 660 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 657 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 680 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 699 |
|
|
2018
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 691 |
|
|
2018
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 650 |
|
|
2018
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 669 |
|
|
2018
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 724 |
|
|
2017
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 741 |
|
|
2017
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 784 |
|