Northwest & Ethical Investments’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 | $974K | Hold |
3,066
| – | – | 0.02% | 327 |
|
|
2025
Q1 | $1.06M | Buy |
3,066
+2,066
| +207% | +$712K | 0.03% | 319 |
|
|
2024
Q4 | $283K | Sell |
1,000
-5,032
| -83% | -$1.43M | 0.01% | 383 |
|
|
2024
Q3 | $1.7M | Sell |
6,032
-2,626
| -30% | -$739K | 0.04% | 264 |
|
|
2024
Q2 | $2.25M | Hold |
8,658
| – | – | 0.06% | 237 |
|
|
2024
Q1 | $2.16M | Sell |
8,658
-16,695
| -66% | -$4.17M | 0.06% | 242 |
|
|
2023
Q4 | $5.7M | Hold |
25,353
| – | – | 0.18% | 165 |
|
|
2023
Q3 | $5.78M | Buy |
+25,353
| New | +$5.78M | 0.19% | 155 |
|
|
2021
Q4 | – | Sell |
-35,104
| Closed | -$5.22M | – | 397 |
|
|
2021
Q3 | $5.22M | Sell |
35,104
-265
| -0.7% | -$39.4K | 0.17% | 157 |
|
|
2021
Q2 | $4.95M | Hold |
35,369
| – | – | 0.16% | 165 |
|
|
2021
Q1 | $4.41M | Buy |
+35,369
| New | +$4.41M | 0.15% | 176 |
|