Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $89K | Buy |
522
+166
| +47% | +$28.3K | 0.01% | 1217 |
|
|
2021
Q3 | $53K | Buy |
356
+238
| +202% | +$35.4K | ﹤0.01% | 1386 |
|
|
2021
Q2 | $17K | Sell |
118
-186
| -61% | -$26.8K | ﹤0.01% | 1799 |
|
|
2021
Q1 | $38K | Buy |
304
+105
| +53% | +$13.1K | ﹤0.01% | 1381 |
|
|
2020
Q4 | $25K | Buy |
199
+160
| +410% | +$20.1K | ﹤0.01% | 1446 |
|
|
2020
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 1885 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$4K | – | 629 |
|
|
2020
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1737 |
|
|
2019
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 1949 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1926 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$4K | – | 1628 |
|
|
2018
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1581 |
|
|
2017
Q4 | – | Sell |
-67
| Closed | -$4K | – | 306 |
|
|
2017
Q3 | $4K | Buy |
67
+17
| +34% | +$1.02K | ﹤0.01% | 1459 |
|
|
2017
Q2 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 1647 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1437 |
|
|
2016
Q4 | $5K | Sell |
100
-400
| -80% | -$20K | ﹤0.01% | 1908 |
|
|
2016
Q3 | $25K | Buy |
500
+100
| +25% | +$5K | ﹤0.01% | 1243 |
|
|
2016
Q2 | $19K | Hold |
400
| – | – | 0.01% | 984 |
|
|
2016
Q1 | $17K | Buy |
+400
| New | +$17K | 0.01% | 993 |
|
|
2014
Q4 | – | Sell |
-303
| Closed | -$14K | – | 1895 |
|
|
2014
Q3 | $14K | Buy |
+303
| New | +$14K | ﹤0.01% | 1589 |
|