Mutual 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 | $628K | Buy |
1,991
+31
| +2% | +$9.77K | 0.02% | 679 |
|
|
2025
Q1 | $632K | Buy |
1,960
+170
| +9% | +$54.8K | 0.02% | 616 |
|
|
2024
Q4 | $530K | Buy |
1,790
+193
| +12% | +$57.1K | 0.02% | 679 |
|
|
2024
Q3 | $459K | Buy |
1,597
+75
| +5% | +$21.6K | 0.01% | 745 |
|
|
2024
Q2 | $425K | Buy |
1,522
+105
| +7% | +$29.3K | 0.01% | 766 |
|
|
2024
Q1 | $354K | Sell |
1,417
-20
| -1% | -$5K | 0.01% | 811 |
|
|
2023
Q4 | $323K | Buy |
1,437
+6
| +0.4% | +$1.35K | 0.01% | 798 |
|
|
2023
Q3 | $326K | Sell |
1,431
-13
| -0.9% | -$2.96K | 0.01% | 751 |
|
|
2023
Q2 | $317K | Buy |
1,444
+121
| +9% | +$26.6K | 0.01% | 792 |
|
|
2023
Q1 | $253K | Buy |
1,323
+146
| +12% | +$27.9K | 0.01% | 832 |
|
|
2022
Q4 | $222K | Sell |
1,177
-259
| -18% | -$48.8K | 0.01% | 841 |
|
|
2022
Q3 | $246K | Buy |
+1,436
| New | +$246K | 0.01% | 769 |
|