Obermeyer Wealth Partners’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 | $557K | Sell |
1,740
-1
| -0.1% | -$320 | 0.03% | 150 |
|
|
2025
Q1 | $601K | Sell |
1,741
-62
| -3% | -$21.4K | 0.03% | 132 |
|
|
2024
Q4 | $512K | Buy |
1,803
+66
| +4% | +$18.7K | 0.03% | 148 |
|
|
2024
Q3 | $489K | Hold |
1,737
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $450K | Hold |
1,737
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $434K | Buy |
1,737
+5
| +0.3% | +$1.25K | 0.03% | 151 |
|
|
2023
Q4 | $389K | Hold |
1,732
| – | – | 0.03% | 139 |
|
|
2023
Q3 | $395K | Hold |
1,732
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $380K | Hold |
1,732
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $331K | Hold |
1,732
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $327K | Hold |
1,732
| – | – | 0.02% | 152 |
|
|
2022
Q3 | $297K | Hold |
1,732
| – | – | 0.02% | 148 |
|
|
2022
Q2 | $282K | Hold |
1,732
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $302K | Hold |
1,732
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $294K | Buy |
1,732
+32
| +2% | +$5.43K | 0.02% | 177 |
|
|
2021
Q3 | $253K | Hold |
1,700
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $238K | Hold |
1,700
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $212K | Buy |
+1,700
| New | +$212K | 0.01% | 188 |
|