Modera Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
1,526
+20
| +1% | +$6.4K | 0.01% | 454 |
|
|
2025
Q1 | $520K | Sell |
1,506
-52
| -3% | -$18K | 0.01% | 427 |
|
|
2024
Q4 | $442K | Buy |
1,558
+71
| +5% | +$20.2K | 0.01% | 460 |
|
|
2024
Q3 | $418K | Buy |
1,487
+211
| +17% | +$59.4K | 0.01% | 436 |
|
|
2024
Q2 | $331K | Buy |
1,276
+30
| +2% | +$7.78K | ﹤0.01% | 461 |
|
|
2024
Q1 | $312K | Buy |
1,246
+120
| +11% | +$30K | ﹤0.01% | 474 |
|
|
2023
Q4 | $253K | Buy |
1,126
+28
| +3% | +$6.3K | ﹤0.01% | 495 |
|
|
2023
Q3 | $250K | Buy |
1,098
+3
| +0.3% | +$684 | ﹤0.01% | 484 |
|
|
2023
Q2 | $240K | Buy |
+1,095
| New | +$240K | ﹤0.01% | 500 |
|
|
2022
Q1 | – | Sell |
-1,408
| Closed | -$239K | – | 359 |
|
|
2021
Q4 | $239K | Buy |
+1,408
| New | +$239K | 0.01% | 502 |
|
|
2021
Q1 | – | Sell |
-1,822
| Closed | -$226K | – | 228 |
|
|
2020
Q4 | $226K | Buy |
+1,822
| New | +$226K | 0.02% | 212 |
|