MAM
Montchanin Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $914K | Hold |
3,220
| – | – | 0.89% | 24 |
|
|
2024
Q3 | $906K | Sell |
3,220
-150
| -4% | -$42.2K | 0.83% | 27 |
|
|
2024
Q2 | $874K | Hold |
3,370
| – | – | 0.83% | 27 |
|
|
2024
Q1 | $843K | Buy |
+3,370
| New | +$843K | 0.83% | 27 |
|
|
2023
Q2 | $740K | Hold |
3,370
| – | – | 0.84% | 27 |
|
|
2023
Q1 | $645K | Hold |
3,370
| – | – | 0.82% | 28 |
|
|
2022
Q4 | $635K | Hold |
3,370
| – | – | 0.87% | 30 |
|
|
2022
Q3 | $577K | Hold |
3,370
| – | – | 0.82% | 27 |
|
|
2022
Q2 | $549K | Buy |
+3,370
| New | +$549K | 0.76% | 28 |
|