Okabena Investment Services’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 | $798K | Hold |
2,494
| – | – | 0.18% | 81 |
|
|
2025
Q1 | $861K | Hold |
2,494
| – | – | 0.22% | 76 |
|
|
2024
Q4 | $708K | Sell |
2,494
-5,107
| -67% | -$1.45M | 0.2% | 77 |
|
|
2024
Q3 | $1.54M | Buy |
7,601
+5,107
| +205% | +$1.03M | 0.43% | 45 |
|
|
2024
Q2 | $647K | Hold |
2,494
| – | – | 0.21% | 76 |
|
|
2024
Q1 | $624K | Hold |
2,494
| – | – | 0.21% | 80 |
|
|
2023
Q4 | $561K | Buy |
+2,494
| New | +$561K | 0.22% | 80 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$16.5K | – | 105 |
|
|
2023
Q2 | $16.5K | Buy |
+75
| New | +$16.5K | 0.01% | 106 |
|
|
2023
Q1 | – | Sell |
-2,494
| Closed | -$470K | – | 203 |
|
|
2022
Q4 | $470K | Hold |
2,494
| – | – | 0.31% | 67 |
|
|
2022
Q3 | $427K | Buy |
+2,494
| New | +$427K | 0.21% | 81 |
|