Montag & Associates’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 | $736K | Hold |
2,300
| – | – | 0.04% | 268 |
|
|
2025
Q1 | $794K | Hold |
2,300
| – | – | 0.04% | 263 |
|
|
2024
Q4 | $653K | Hold |
2,300
| – | – | 0.03% | 296 |
|
|
2024
Q3 | $647K | Hold |
2,300
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $596K | Hold |
2,300
| – | – | 0.03% | 290 |
|
|
2024
Q1 | $575K | Hold |
2,300
| – | – | 0.03% | 306 |
|
|
2023
Q4 | $517K | Hold |
2,300
| – | – | 0.03% | 298 |
|
|
2023
Q3 | $524K | Hold |
2,300
| – | – | 0.03% | 283 |
|
|
2023
Q2 | $505K | Hold |
2,300
| – | – | 0.03% | 285 |
|
|
2023
Q1 | $440K | Sell |
2,300
-51
| -2% | -$9.76K | 0.03% | 296 |
|
|
2022
Q4 | $443K | Buy |
2,351
+51
| +2% | +$9.62K | 0.03% | 278 |
|
|
2022
Q3 | $394K | Hold |
2,300
| – | – | 0.03% | 283 |
|
|
2022
Q2 | $375K | Hold |
2,300
| – | – | 0.02% | 297 |
|
|
2022
Q1 | $402K | Hold |
2,300
| – | – | 0.02% | 316 |
|
|
2021
Q4 | $390K | Hold |
2,300
| – | – | 0.02% | 318 |
|
|
2021
Q3 | $342K | Hold |
2,300
| – | – | 0.02% | 328 |
|
|
2021
Q2 | $322K | Hold |
2,300
| – | – | 0.02% | 336 |
|
|
2021
Q1 | $287K | Hold |
2,300
| – | – | 0.02% | 340 |
|
|
2020
Q4 | $285K | Buy |
+2,300
| New | +$285K | 0.02% | 322 |
|