MSA
Marino Stram & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,484
+521
| +13% | +$167K | 0.29% | 59 |
|
|
2025
Q1 | $1.37M | Buy |
3,963
+286
| +8% | +$98.7K | 0.3% | 50 |
|
|
2024
Q4 | $1.04M | Sell |
3,677
-18
| -0.5% | -$5.11K | 0.23% | 72 |
|
|
2024
Q3 | $1.04M | Buy |
3,695
+157
| +4% | +$44.2K | 0.23% | 72 |
|
|
2024
Q2 | $918K | Buy |
3,538
+67
| +2% | +$17.4K | 0.22% | 76 |
|
|
2024
Q1 | $868K | Buy |
3,471
+102
| +3% | +$25.5K | 0.21% | 78 |
|
|
2023
Q4 | $758K | Hold |
3,369
| – | – | 0.2% | 84 |
|
|
2023
Q3 | $768K | Buy |
3,369
+631
| +23% | +$144K | 0.22% | 69 |
|
|
2023
Q2 | $601K | Sell |
2,738
-62
| -2% | -$13.6K | 0.17% | 89 |
|
|
2023
Q1 | $536K | Buy |
2,800
+185
| +7% | +$35.4K | 0.16% | 90 |
|
|
2022
Q4 | $493K | Buy |
2,615
+230
| +10% | +$43.4K | 0.16% | 96 |
|
|
2022
Q3 | $408K | Buy |
2,385
+1,093
| +85% | +$187K | 0.15% | 98 |
|
|
2022
Q2 | $211K | Sell |
1,292
-185
| -13% | -$30.2K | 0.07% | 136 |
|
|
2022
Q1 | $258K | Hold |
1,477
| – | – | 0.08% | 131 |
|
|
2021
Q4 | $251K | Hold |
1,477
| – | – | 0.08% | 134 |
|
|
2021
Q3 | $220K | Buy |
+1,477
| New | +$220K | 0.08% | 134 |
|
|
2019
Q2 | – | Sell |
-2,477
| Closed | -$193K | – | 94 |
|
|
2019
Q1 | $193K | Hold |
2,477
| – | – | 0.14% | 77 |
|
|
2018
Q4 | $183K | Hold |
2,477
| – | – | 0.16% | 75 |
|
|
2018
Q3 | $184K | Sell |
2,477
-2,477
| -50% | -$184K | 0.15% | 80 |
|
|
2018
Q2 | $323K | Sell |
4,954
-107
| -2% | -$6.98K | 0.29% | 58 |
|
|
2018
Q1 | $348K | Hold |
5,061
| – | – | 0.32% | 58 |
|
|
2017
Q4 | $320K | Buy |
+5,061
| New | +$320K | 0.3% | 57 |
|