Mission Creek Capital Partners’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 | $717K | Sell |
2,240
-780
| -26% | -$250K | 0.16% | 116 |
|
|
2025
Q1 | $1.04M | Sell |
3,020
-14,815
| -83% | -$5.11M | 0.25% | 93 |
|
|
2024
Q4 | $5.06M | Buy |
17,835
+14,156
| +385% | +$4.02M | 1.1% | 23 |
|
|
2024
Q3 | $1.04M | Sell |
3,679
-220
| -6% | -$61.9K | 0.24% | 106 |
|
|
2024
Q2 | $1.01M | Sell |
3,899
-14,526
| -79% | -$3.77M | 0.25% | 102 |
|
|
2024
Q1 | $4.61M | Sell |
18,425
-445
| -2% | -$111K | 1.2% | 18 |
|
|
2023
Q4 | $4.24M | Sell |
18,870
-425
| -2% | -$95.6K | 1.09% | 15 |
|
|
2023
Q3 | $4.4M | Buy |
19,295
+13,941
| +260% | +$3.18M | 1.48% | 11 |
|
|
2023
Q2 | $1.18M | Sell |
5,354
-530
| -9% | -$116K | 0.38% | 90 |
|
|
2023
Q1 | $1.13M | Sell |
5,884
-55
| -0.9% | -$10.5K | 0.38% | 91 |
|
|
2022
Q4 | $1.12M | Sell |
5,939
-14,431
| -71% | -$2.72M | 0.4% | 86 |
|
|
2022
Q3 | $3.49M | Buy |
20,370
+200
| +1% | +$34.2K | 1.32% | 12 |
|
|
2022
Q2 | $3.29M | Sell |
20,170
-115
| -0.6% | -$18.8K | 1.1% | 14 |
|
|
2022
Q1 | $3.54M | Hold |
20,285
| – | – | 0.94% | 20 |
|
|
2021
Q4 | $3.44M | Buy |
20,285
+12,671
| +166% | +$2.15M | 0.68% | 35 |
|
|
2021
Q3 | $3.24M | Sell |
7,614
-14,456
| -66% | -$6.14M | 0.6% | 29 |
|
|
2021
Q2 | $3.09M | Buy |
22,070
+14,156
| +179% | +$1.98M | 0.5% | 32 |
|
|
2021
Q1 | $987K | Hold |
7,914
| – | – | 0.15% | 107 |
|
|
2020
Q4 | $979K | Hold |
7,914
| – | – | 0.3% | 99 |
|
|
2020
Q3 | $836K | Sell |
7,914
-100
| -1% | -$10.6K | 0.33% | 91 |
|
|
2020
Q2 | $781K | Sell |
8,014
-14,206
| -64% | -$1.38M | 0.41% | 67 |
|
|
2020
Q1 | $1.81M | Buy |
22,220
+14,336
| +182% | +$1.17M | 0.97% | 19 |
|
|
2019
Q4 | $751K | Buy |
+7,884
| New | +$751K | 0.34% | 82 |
|