OAM
Occidental Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
2,935
-10
| -0.3% | -$3.2K | 0.13% | 108 |
|
|
2025
Q1 | $1.02M | Buy |
2,945
+28
| +1% | +$9.67K | 0.15% | 101 |
|
|
2024
Q4 | $828K | Sell |
2,917
-52
| -2% | -$14.8K | 0.13% | 112 |
|
|
2024
Q3 | $835K | Buy |
2,969
+112
| +4% | +$31.5K | 0.13% | 116 |
|
|
2024
Q2 | $741K | Buy |
2,857
+15
| +0.5% | +$3.89K | 0.13% | 119 |
|
|
2024
Q1 | $711K | Buy |
2,842
+5
| +0.2% | +$1.25K | 0.13% | 120 |
|
|
2023
Q4 | $638K | Sell |
2,837
-187
| -6% | -$42.1K | 0.13% | 126 |
|
|
2023
Q3 | $689K | Sell |
3,024
-10
| -0.3% | -$2.28K | 0.16% | 120 |
|
|
2023
Q2 | $666K | Hold |
3,034
| – | – | 0.15% | 130 |
|
|
2023
Q1 | $580K | Hold |
3,034
| – | – | 0.14% | 124 |
|
|
2022
Q4 | $572K | Hold |
3,034
| – | – | 0.16% | 125 |
|
|
2022
Q3 | $519K | Hold |
3,034
| – | – | 0.16% | 119 |
|
|
2022
Q2 | $495K | Hold |
3,034
| – | – | 0.15% | 126 |
|
|
2022
Q1 | $530K | Hold |
3,034
| – | – | 0.14% | 127 |
|
|
2021
Q4 | $515K | Hold |
3,034
| – | – | 0.12% | 140 |
|
|
2021
Q3 | $451K | Hold |
3,034
| – | – | 0.12% | 145 |
|
|
2021
Q2 | $425K | Hold |
3,034
| – | – | 0.11% | 153 |
|
|
2021
Q1 | $379K | Hold |
3,034
| – | – | 0.11% | 149 |
|
|
2020
Q4 | $375K | Hold |
3,034
| – | – | 0.12% | 136 |
|
|
2020
Q3 | $320K | Hold |
3,034
| – | – | 0.13% | 112 |
|
|
2020
Q2 | $296K | Hold |
3,034
| – | – | 0.13% | 121 |
|
|
2020
Q1 | $247K | Sell |
3,034
-2,263
| -43% | -$184K | 0.12% | 124 |
|
|
2019
Q4 | $504K | Hold |
5,297
| – | – | 0.21% | 108 |
|
|
2019
Q3 | $474K | Hold |
5,297
| – | – | 0.2% | 106 |
|
|
2019
Q2 | $464K | Sell |
5,297
-120
| -2% | -$10.5K | 0.21% | 102 |
|
|
2019
Q1 | $423K | Buy |
+5,417
| New | +$423K | 0.2% | 106 |
|