Oak Thistle LLC’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 | $1.67M | Buy |
+5,226
| New | +$1.67M | 0.25% | 144 |
|
|
2024
Q4 | – | Sell |
-5,619
| Closed | -$1.58M | – | 404 |
|
|
2024
Q3 | $1.58M | Buy |
+5,619
| New | +$1.58M | 0.51% | 34 |
|
|
2024
Q1 | – | Sell |
-7,847
| Closed | -$1.76M | – | 293 |
|
|
2023
Q4 | $1.76M | Buy |
7,847
+2,440
| +45% | +$549K | 0.51% | 32 |
|
|
2023
Q3 | $1.23M | Buy |
+5,407
| New | +$1.23M | 0.36% | 75 |
|
|
2023
Q1 | – | Sell |
-1,826
| Closed | -$344K | – | 367 |
|
|
2022
Q4 | $344K | Buy |
+1,826
| New | +$344K | 0.74% | 46 |
|