MSFP
Mark Sheptoff Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
332
+7
| +2% | +$2.24K | 0.06% | 122 |
|
|
2025
Q1 | $112K | Buy |
325
+125
| +63% | +$43.2K | 0.06% | 111 |
|
|
2024
Q4 | $56.8K | Buy |
200
+100
| +100% | +$28.4K | 0.03% | 166 |
|
|
2024
Q3 | $28.1K | Hold |
100
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $25.9K | Buy |
+100
| New | +$25.9K | 0.01% | 237 |
|
|
2019
Q3 | – | Sell |
-874
| Closed | -$77K | – | 355 |
|
|
2019
Q2 | $77K | Buy |
874
+300
| +52% | +$26.4K | 0.05% | 130 |
|
|
2019
Q1 | $45K | Buy |
574
+500
| +676% | +$39.2K | 0.03% | 156 |
|
|
2018
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $6K | Hold |
74
| – | – | ﹤0.01% | 315 |
|
|
2018
Q2 | $5K | Hold |
74
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $5K | Hold |
74
| – | – | ﹤0.01% | 326 |
|
|
2017
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 321 |
|
|
2017
Q3 | $5K | Hold |
74
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $4K | Sell |
74
-1
| -1% | -$54 | ﹤0.01% | 312 |
|
|
2017
Q1 | $4K | Buy |
75
+1
| +1% | +$53 | ﹤0.01% | 314 |
|
|
2016
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 301 |
|
|
2016
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 299 |
|
|
2016
Q2 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 290 |
|