Miura Global 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
2024
Q2
Sell
-22,500
Closed -$5.63M 23
2024
Q1
$5.63M Sell
22,500
-12,500
-36% -$3.13M 4.8% 6
2023
Q4
$7.87M Sell
35,000
-5,000
-13% -$1.12M 4.4% 10
2023
Q3
$9.12M Sell
40,000
-10,000
-20% -$2.28M 6.24% 6
2023
Q2
$11M Buy
50,000
+20,000
+67% +$4.39M 3.92% 4
2023
Q1
$5.74M Buy
+30,000
New +$5.74M 3.34% 13