MGWM
Marks Group Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.26M | Sell |
28,934
-37
| -0.1% | -$11.8K | 0.86% | 37 |
|
|
2025
Q1 | $10M | Sell |
28,971
-1,103
| -4% | -$381K | 0.96% | 18 |
|
|
2024
Q4 | $8.54M | Sell |
30,074
-472
| -2% | -$134K | 0.84% | 43 |
|
|
2024
Q3 | $8.59M | Sell |
30,546
-1,516
| -5% | -$427K | 0.82% | 48 |
|
|
2024
Q2 | $8.31M | Sell |
32,062
-860
| -3% | -$223K | 0.88% | 35 |
|
|
2024
Q1 | $8.23M | Sell |
32,922
-282
| -0.8% | -$70.5K | 0.86% | 40 |
|
|
2023
Q4 | $7.47M | Sell |
33,204
-820
| -2% | -$184K | 0.85% | 36 |
|
|
2023
Q3 | $7.76M | Sell |
34,024
-556
| -2% | -$127K | 0.96% | 20 |
|
|
2023
Q2 | $7.59M | Sell |
34,580
-1,268
| -4% | -$278K | 0.9% | 28 |
|
|
2023
Q1 | $6.86M | Sell |
35,848
-1,161
| -3% | -$222K | 0.88% | 37 |
|
|
2022
Q4 | $6.98M | Sell |
37,009
-720
| -2% | -$136K | 0.95% | 17 |
|
|
2022
Q3 | $6.46M | Buy |
37,729
+552
| +1% | +$94.5K | 0.98% | 19 |
|
|
2022
Q2 | $6.06M | Sell |
37,177
-4,248
| -10% | -$693K | 0.87% | 28 |
|
|
2022
Q1 | $7.23M | Buy |
41,425
+2,760
| +7% | +$482K | 0.91% | 23 |
|
|
2021
Q4 | $6.56M | Sell |
38,665
-2,688
| -7% | -$456K | 0.8% | 36 |
|
|
2021
Q3 | $6.16M | Sell |
41,353
-116
| -0.3% | -$17.3K | 0.83% | 35 |
|
|
2021
Q2 | $5.82M | Sell |
41,469
-2,298
| -5% | -$322K | 0.8% | 39 |
|
|
2021
Q1 | $5.43M | Sell |
43,767
-1,458
| -3% | -$181K | 0.81% | 45 |
|
|
2020
Q4 | $5.6M | Sell |
45,225
-284
| -0.6% | -$35.1K | 0.87% | 32 |
|
|
2020
Q3 | $4.81M | Buy |
45,509
+161
| +0.4% | +$17K | 0.87% | 34 |
|
|
2020
Q2 | $4.43M | Buy |
45,348
+22
| +0% | +$2.15K | 0.9% | 31 |
|
|
2020
Q1 | $3.69M | Sell |
45,326
-4,584
| -9% | -$373K | 0.95% | 31 |
|
|
2019
Q4 | $4.75M | Buy |
+49,910
| New | +$4.75M | 0.94% | 33 |
|