Northwestern Mutual 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 | $4.67M | Sell |
14,576
-117
| -0.8% | -$37.5K | ﹤0.01% | 698 |
|
|
2025
Q1 | $5.07M | Buy |
14,693
+1,457
| +11% | +$503K | ﹤0.01% | 652 |
|
|
2024
Q4 | $3.76M | Buy |
13,236
+1,043
| +9% | +$296K | ﹤0.01% | 690 |
|
|
2024
Q3 | $3.43M | Buy |
12,193
+3,772
| +45% | +$1.06M | ﹤0.01% | 707 |
|
|
2024
Q2 | $2.18M | Buy |
8,421
+586
| +7% | +$152K | ﹤0.01% | 788 |
|
|
2024
Q1 | $1.96M | Sell |
7,835
-258
| -3% | -$64.5K | ﹤0.01% | 801 |
|
|
2023
Q4 | $1.82M | Buy |
8,093
+2,453
| +43% | +$552K | ﹤0.01% | 794 |
|
|
2023
Q3 | $1.29M | Buy |
5,640
+626
| +12% | +$143K | ﹤0.01% | 857 |
|
|
2023
Q2 | $1.1M | Sell |
5,014
-84
| -2% | -$18.4K | ﹤0.01% | 901 |
|
|
2023
Q1 | $975K | Buy |
5,098
+533
| +12% | +$102K | ﹤0.01% | 903 |
|
|
2022
Q4 | $860K | Buy |
4,565
+1,362
| +43% | +$257K | ﹤0.01% | 921 |
|
|
2022
Q3 | $549K | Buy |
3,203
+84
| +3% | +$14.4K | ﹤0.01% | 1008 |
|
|
2022
Q2 | $509K | Sell |
3,119
-22
| -0.7% | -$3.59K | ﹤0.01% | 1037 |
|
|
2022
Q1 | $549K | Buy |
3,141
+222
| +8% | +$38.8K | ﹤0.01% | 1040 |
|
|
2021
Q4 | $496K | Sell |
2,919
-3,024
| -51% | -$514K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $884K | Sell |
5,943
-667
| -10% | -$99.2K | ﹤0.01% | 796 |
|
|
2021
Q2 | $926K | Sell |
6,610
-770
| -10% | -$108K | ﹤0.01% | 783 |
|
|
2021
Q1 | $921K | Sell |
7,380
-853
| -10% | -$106K | ﹤0.01% | 730 |
|
|
2020
Q4 | $1.02M | Buy |
8,233
+70
| +0.9% | +$8.66K | ﹤0.01% | 637 |
|
|
2020
Q3 | $862K | Buy |
8,163
+415
| +5% | +$43.8K | ﹤0.01% | 621 |
|
|
2020
Q2 | $755K | Buy |
7,748
+1,296
| +20% | +$126K | ﹤0.01% | 604 |
|
|
2020
Q1 | $526K | Sell |
6,452
-41
| -0.6% | -$3.34K | ﹤0.01% | 629 |
|
|
2019
Q4 | $618K | Sell |
6,493
-26
| -0.4% | -$2.48K | ﹤0.01% | 634 |
|
|
2019
Q3 | $584K | Buy |
6,519
+225
| +4% | +$20.2K | ﹤0.01% | 609 |
|
|
2019
Q2 | $551K | Buy |
6,294
+32
| +0.5% | +$2.8K | ﹤0.01% | 604 |
|
|
2019
Q1 | $489K | Buy |
6,262
+263
| +4% | +$20.5K | ﹤0.01% | 630 |
|
|
2018
Q4 | $442K | Buy |
5,999
+20
| +0.3% | +$1.47K | ﹤0.01% | 599 |
|
|
2018
Q3 | $445K | Sell |
5,979
-205
| -3% | -$15.3K | ﹤0.01% | 592 |
|
|
2018
Q2 | $404K | Sell |
6,184
-564
| -8% | -$36.8K | ﹤0.01% | 583 |
|
|
2018
Q1 | $463K | Buy |
6,748
+53
| +0.8% | +$3.64K | ﹤0.01% | 535 |
|
|
2017
Q4 | $424K | Sell |
6,695
-383
| -5% | -$24.3K | ﹤0.01% | 547 |
|
|
2017
Q3 | $436K | Sell |
7,078
-191
| -3% | -$11.8K | ﹤0.01% | 511 |
|
|
2017
Q2 | $416K | Buy |
7,269
+2,048
| +39% | +$117K | ﹤0.01% | 517 |
|
|
2017
Q1 | $295K | Sell |
5,221
-620
| -11% | -$35K | ﹤0.01% | 567 |
|
|
2016
Q4 | $303K | Buy |
+5,841
| New | +$303K | ﹤0.01% | 559 |
|
|
2016
Q3 | – | Sell |
-5,810
| Closed | -$277K | – | 219 |
|
|
2016
Q2 | $277K | Buy |
5,810
+4,936
| +565% | +$235K | ﹤0.01% | 522 |
|
|
2016
Q1 | $39K | Buy |
+874
| New | +$39K | ﹤0.01% | 970 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1563 |
|
|
2015
Q3 | $1K | Sell |
30
-158
| -84% | -$5.27K | ﹤0.01% | 1520 |
|
|
2015
Q2 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 1011 |
|
|
2014
Q4 | – | Sell |
-53
| Closed | -$2K | – | 1692 |
|
|
2014
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1176 |
|