Nicola Wealth Management’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 | $8M | Sell |
25,000
-7,000
| -22% | -$2.24M | 0.75% | 41 |
|
|
2025
Q1 | $11M | Sell |
32,000
-5,600
| -15% | -$1.93M | 1.08% | 37 |
|
|
2024
Q4 | $10.7M | Hold |
37,600
| – | – | 1.01% | 41 |
|
|
2024
Q3 | $10.6M | Sell |
37,600
-3,500
| -9% | -$985K | 0.84% | 43 |
|
|
2024
Q2 | $10.7M | Hold |
41,100
| – | – | 0.95% | 41 |
|
|
2024
Q1 | $10.3M | Hold |
41,100
| – | – | 1% | 35 |
|
|
2023
Q4 | $9.24M | Hold |
41,100
| – | – | 0.97% | 39 |
|
|
2023
Q3 | $9.37M | Sell |
41,100
-9,000
| -18% | -$2.05M | 1.01% | 34 |
|
|
2023
Q2 | $11M | Hold |
50,100
| – | – | 1.08% | 37 |
|
|
2023
Q1 | $9.58M | Buy |
50,100
+20,000
| +66% | +$3.83M | 0.95% | 39 |
|
|
2022
Q4 | $5.68M | Buy |
30,100
+9,100
| +43% | +$1.72M | 0.58% | 51 |
|
|
2022
Q3 | $3.6M | Buy |
+21,000
| New | +$3.6M | 0.39% | 76 |
|