McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
32,419
+1,455
| +5% | +$466K | 0.58% | 43 |
|
|
2025
Q1 | $10.7M | Sell |
30,964
-277
| -0.9% | -$95.6K | 0.66% | 34 |
|
|
2024
Q4 | $8.87M | Buy |
31,241
+452
| +1% | +$128K | 0.54% | 43 |
|
|
2024
Q3 | $8.66M | Sell |
30,789
-8
| -0% | -$2.25K | 0.52% | 44 |
|
|
2024
Q2 | $7.99M | Buy |
30,797
+459
| +2% | +$119K | 0.51% | 47 |
|
|
2024
Q1 | $7.59M | Buy |
30,338
+1,485
| +5% | +$371K | 0.51% | 49 |
|
|
2023
Q4 | $6.49M | Buy |
28,853
+3,967
| +16% | +$892K | 0.47% | 53 |
|
|
2023
Q3 | $5.67M | Sell |
24,886
-87
| -0.3% | -$19.8K | 0.45% | 48 |
|
|
2023
Q2 | $5.48M | Buy |
24,973
+103
| +0.4% | +$22.6K | 0.41% | 53 |
|
|
2023
Q1 | $4.76M | Buy |
24,870
+499
| +2% | +$95.5K | 0.37% | 57 |
|
|
2022
Q4 | $4.59M | Buy |
24,371
+3,423
| +16% | +$645K | 0.39% | 56 |
|
|
2022
Q3 | $3.59M | Buy |
+20,948
| New | +$3.59M | 0.33% | 64 |
|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$72K | – | 163 |
|
|
2018
Q1 | $72K | Buy |
+1,050
| New | +$72K | 0.02% | 230 |
|