Mirabella Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,416
| Closed | -$854K | – | 427 |
|
|
2024
Q1 | $854K | Buy |
3,416
+1,515
| +80% | +$379K | 0.06% | 204 |
|
|
2023
Q4 | $428K | Buy |
+1,901
| New | +$428K | 0.06% | 247 |
|
|
2023
Q1 | – | Sell |
-1,182
| Closed | -$223K | – | 380 |
|
|
2022
Q4 | $223K | Buy |
+1,182
| New | +$223K | 0.02% | 306 |
|
|
2022
Q1 | – | Sell |
-14,526
| Closed | -$2.47M | – | 522 |
|
|
2021
Q4 | $2.47M | Buy |
14,526
+5,024
| +53% | +$853K | 0.25% | 96 |
|
|
2021
Q3 | $1.41M | Sell |
9,502
-1,850
| -16% | -$275K | 0.19% | 137 |
|
|
2021
Q2 | $1.59M | Buy |
11,352
+8,050
| +244% | +$1.13M | 0.28% | 97 |
|
|
2021
Q1 | $412K | Buy |
+3,302
| New | +$412K | 0.13% | 133 |
|
|
2020
Q4 | – | Sell |
-3,401
| Closed | -$359K | – | 302 |
|
|
2020
Q3 | $359K | Buy |
+3,401
| New | +$359K | 0.05% | 183 |
|