Menard Financial Group’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 | $1.2M | Sell |
3,739
-73
| -2% | -$23.4K | 0.71% | 30 |
|
|
2025
Q1 | $1.29M | Buy |
3,812
+32
| +0.8% | +$10.8K | 0.85% | 27 |
|
|
2024
Q4 | $1.07M | Buy |
3,780
+13
| +0.3% | +$3.69K | 0.64% | 33 |
|
|
2024
Q3 | $1.06M | Buy |
3,767
+24
| +0.6% | +$6.75K | 0.7% | 31 |
|
|
2024
Q2 | $971K | Buy |
3,743
+61
| +2% | +$15.8K | 0.69% | 30 |
|
|
2024
Q1 | $921K | Buy |
3,682
+1,015
| +38% | +$254K | 0.77% | 29 |
|
|
2023
Q4 | $600K | Buy |
2,667
+896
| +51% | +$201K | 0.74% | 34 |
|
|
2023
Q3 | $404K | Sell |
1,771
-58
| -3% | -$13.2K | 0.58% | 41 |
|
|
2023
Q2 | $402K | Hold |
1,829
| – | – | 0.83% | 26 |
|
|
2023
Q1 | $350K | Hold |
1,829
| – | – | 0.81% | 34 |
|
|
2022
Q4 | $345K | Hold |
1,829
| – | – | 0.82% | 34 |
|
|
2022
Q3 | $313K | Hold |
1,829
| – | – | 0.57% | 56 |
|
|
2022
Q2 | $298K | Hold |
1,829
| – | – | 0.49% | 61 |
|
|
2022
Q1 | $319K | Hold |
1,829
| – | – | 0.31% | 98 |
|
|
2021
Q4 | $310K | Hold |
1,829
| – | – | 0.25% | 110 |
|
|
2021
Q3 | $272K | Sell |
1,829
-14
| -0.8% | -$2.08K | 0.24% | 124 |
|
|
2021
Q2 | $258K | Buy |
1,843
+6
| +0.3% | +$840 | 0.24% | 123 |
|
|
2021
Q1 | $229K | Sell |
1,837
-477
| -21% | -$59.5K | 0.25% | 128 |
|
|
2020
Q4 | $286K | Sell |
2,314
-295
| -11% | -$36.5K | 0.31% | 101 |
|
|
2020
Q3 | $275K | Sell |
2,609
-102
| -4% | -$10.8K | 0.32% | 93 |
|
|
2020
Q2 | $264K | Buy |
+2,711
| New | +$264K | 0.33% | 77 |
|
|
2020
Q1 | – | Sell |
-6,261
| Closed | -$596K | – | 28 |
|
|
2019
Q4 | $596K | Buy |
+6,261
| New | +$596K | 0.57% | 58 |
|