McElhenny Sheffield Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-142
| Closed | -$26.8K | – | 107 |
|
|
2022
Q4 | $26.8K | Buy |
+142
| New | +$26.8K | 0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-5,168
| Closed | -$902K | – | 98 |
|
|
2022
Q1 | $902K | Sell |
5,168
-611
| -11% | -$107K | 0.32% | 41 |
|
|
2021
Q4 | $981K | Buy |
5,779
+1,140
| +25% | +$194K | 0.37% | 39 |
|
|
2021
Q3 | $690K | Buy |
+4,639
| New | +$690K | 0.31% | 54 |
|