M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-871
| Closed | -$226K | – | 107 |
|
|
2024
Q2 | $226K | Buy |
+871
| New | +$226K | 0.03% | 268 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 202 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 155 |
|
|
2023
Q1 | – | Sell |
-2,583
| Closed | -$489K | – | 346 |
|
|
2022
Q4 | $489K | Hold |
2,583
| – | – | 0.05% | 251 |
|
|
2022
Q3 | $442K | Hold |
2,583
| – | – | 0.05% | 264 |
|
|
2022
Q2 | $421K | Sell |
2,583
-18
| -0.7% | -$2.93K | 0.04% | 275 |
|
|
2022
Q1 | $454K | Buy |
+2,601
| New | +$454K | 0.03% | 313 |
|
|
2021
Q2 | – | Sell |
-2,630
| Closed | -$328K | – | 240 |
|
|
2021
Q1 | $328K | Buy |
+2,630
| New | +$328K | 0.03% | 365 |
|