MSAM
Moloney Securities Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,650
| Closed | -$832K | – | 446 |
|
|
2023
Q3 | $832K | Sell |
3,650
-354
| -9% | -$80.7K | 0.15% | 164 |
|
|
2023
Q2 | $879K | Sell |
4,004
-148
| -4% | -$32.5K | 0.16% | 157 |
|
|
2023
Q1 | $794K | Buy |
4,152
+80
| +2% | +$15.3K | 0.15% | 170 |
|
|
2022
Q4 | $768K | Sell |
4,072
-107
| -3% | -$20.2K | 0.17% | 158 |
|
|
2022
Q3 | $716K | Buy |
+4,179
| New | +$716K | 0.17% | 154 |
|