Mount Yale Investment Advisors’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 | $608K | Buy |
1,898
+371
| +24% | +$119K | 0.05% | 302 |
|
|
2025
Q1 | $527K | Buy |
1,527
+77
| +5% | +$26.6K | 0.05% | 317 |
|
|
2024
Q4 | $412K | Sell |
1,450
-302
| -17% | -$85.7K | 0.03% | 372 |
|
|
2024
Q3 | $493K | Sell |
1,752
-24
| -1% | -$6.75K | 0.05% | 348 |
|
|
2024
Q2 | $461K | Buy |
1,776
+182
| +11% | +$47.2K | 0.04% | 357 |
|
|
2024
Q1 | $399K | Sell |
1,594
-57
| -3% | -$14.3K | 0.03% | 394 |
|
|
2023
Q4 | $371K | Sell |
1,651
-249
| -13% | -$56K | 0.04% | 374 |
|
|
2023
Q3 | $433K | Buy |
1,900
+261
| +16% | +$59.5K | 0.05% | 326 |
|
|
2023
Q2 | $360K | Sell |
1,639
-14
| -0.8% | -$3.07K | 0.04% | 356 |
|
|
2023
Q1 | $316K | Buy |
+1,653
| New | +$316K | 0.04% | 367 |
|