NCM
Nelson Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.22M | Buy |
13,169
+157
| +1% | +$50.3K | 0.56% | 34 |
|
2025
Q1 | $4.49M | Sell |
13,012
-573
| -4% | -$198K | 0.78% | 33 |
|
2024
Q4 | $3.86M | Sell |
13,585
-203
| -1% | -$57.6K | 0.64% | 37 |
|
2024
Q3 | $3.88M | Buy |
13,788
+245
| +2% | +$68.9K | 0.65% | 40 |
|
2024
Q2 | $3.51M | Buy |
13,543
+267
| +2% | +$69.2K | 0.62% | 38 |
|
2024
Q1 | $3.32M | Buy |
13,276
+9,153
| +222% | +$2.29M | 0.63% | 41 |
|
2023
Q4 | $927K | Buy |
+4,123
| New | +$927K | 0.21% | 69 |
|