NewSquare Capital’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 | $909K | Sell |
2,839
-45
| -2% | -$14.4K | 0.07% | 129 |
|
|
2025
Q1 | $996K | Buy |
2,884
+77
| +3% | +$26.6K | 0.08% | 125 |
|
|
2024
Q4 | $797K | Buy |
+2,807
| New | +$797K | 0.06% | 133 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1.37K | – | 496 |
|
|
2023
Q3 | $1.37K | Buy |
+6
| New | +$1.37K | ﹤0.01% | 475 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 350 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 305 |
|
|
2019
Q1 | – | Sell |
-3,410
| Closed | -$251K | – | 327 |
|
|
2018
Q4 | $251K | Buy |
+3,410
| New | +$251K | 0.05% | 98 |
|