MPWT
MassMutual Private Wealth & Trust’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
1,387
+20
| +1% | +$6.4K | 0.01% | 332 |
|
|
2025
Q1 | $472K | Buy |
1,367
+373
| +38% | +$129K | 0.01% | 326 |
|
|
2024
Q4 | $282K | Sell |
994
-16
| -2% | -$4.54K | 0.01% | 398 |
|
|
2024
Q3 | $284K | Buy |
1,010
+12
| +1% | +$3.38K | 0.01% | 360 |
|
|
2024
Q2 | $259K | Buy |
998
+193
| +24% | +$50K | 0.01% | 366 |
|
|
2024
Q1 | $201K | Sell |
805
-113
| -12% | -$28.3K | 0.01% | 377 |
|
|
2023
Q4 | $206K | Buy |
918
+112
| +14% | +$25.2K | 0.01% | 370 |
|
|
2023
Q3 | $184K | Buy |
806
+28
| +4% | +$6.38K | 0.01% | 378 |
|
|
2023
Q2 | $171K | Buy |
778
+176
| +29% | +$38.6K | 0.01% | 369 |
|
|
2023
Q1 | $115K | Buy |
602
+95
| +19% | +$18.2K | ﹤0.01% | 408 |
|
|
2022
Q4 | $96K | Buy |
507
+11
| +2% | +$2.08K | ﹤0.01% | 413 |
|
|
2022
Q3 | $85K | Buy |
496
+21
| +4% | +$3.6K | ﹤0.01% | 408 |
|
|
2022
Q2 | $77K | Buy |
475
+33
| +7% | +$5.35K | ﹤0.01% | 410 |
|
|
2022
Q1 | $77K | Buy |
442
+36
| +9% | +$6.27K | ﹤0.01% | 416 |
|
|
2021
Q4 | $69K | Buy |
406
+25
| +7% | +$4.25K | ﹤0.01% | 448 |
|
|
2021
Q3 | $57K | Hold |
381
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $53K | Buy |
381
+57
| +18% | +$7.93K | ﹤0.01% | 467 |
|
|
2021
Q1 | $40K | Sell |
324
-16
| -5% | -$1.98K | ﹤0.01% | 459 |
|
|
2020
Q4 | $42K | Sell |
340
-171
| -33% | -$21.1K | ﹤0.01% | 458 |
|
|
2020
Q3 | $54K | Buy |
511
+298
| +140% | +$31.5K | ﹤0.01% | 410 |
|
|
2020
Q2 | $21K | Sell |
213
-12
| -5% | -$1.18K | ﹤0.01% | 465 |
|
|
2020
Q1 | $18K | Hold |
225
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $21K | Buy |
+225
| New | +$21K | ﹤0.01% | 522 |
|