OneDigital Investment Advisors’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 | $2.4M | Sell |
7,499
-509
| -6% | -$163K | 0.03% | 386 |
|
|
2025
Q1 | $2.76M | Sell |
8,008
-2,492
| -24% | -$860K | 0.03% | 326 |
|
|
2024
Q4 | $2.98M | Buy |
10,500
+404
| +4% | +$115K | 0.03% | 334 |
|
|
2024
Q3 | $2.84M | Sell |
10,096
-183
| -2% | -$51.5K | 0.03% | 351 |
|
|
2024
Q2 | $2.67M | Buy |
10,279
+156
| +2% | +$40.5K | 0.03% | 355 |
|
|
2024
Q1 | $2.53M | Sell |
10,123
-361
| -3% | -$90.3K | 0.04% | 285 |
|
|
2023
Q4 | $2.36M | Sell |
10,484
-105
| -1% | -$23.6K | 0.04% | 284 |
|
|
2023
Q3 | $2.41M | Buy |
10,589
+480
| +5% | +$109K | 0.05% | 244 |
|
|
2023
Q2 | $2.22M | Sell |
10,109
-252
| -2% | -$55.3K | 0.05% | 259 |
|
|
2023
Q1 | $1.98M | Sell |
10,361
-125
| -1% | -$23.9K | 0.05% | 276 |
|
|
2022
Q4 | $1.98M | Buy |
10,486
+4,324
| +70% | +$815K | 0.06% | 256 |
|
|
2022
Q3 | $1.06M | Buy |
6,162
+77
| +1% | +$13.2K | 0.04% | 279 |
|
|
2022
Q2 | $992K | Sell |
6,085
-210
| -3% | -$34.2K | 0.04% | 260 |
|
|
2022
Q1 | $1.1M | Sell |
6,295
-389
| -6% | -$67.9K | 0.04% | 253 |
|
|
2021
Q4 | $1.13M | Buy |
6,684
+43
| +0.6% | +$7.3K | 0.04% | 252 |
|
|
2021
Q3 | $987K | Buy |
6,641
+127
| +2% | +$18.9K | 0.04% | 269 |
|
|
2021
Q2 | $913K | Buy |
6,514
+7
| +0.1% | +$981 | 0.04% | 272 |
|
|
2021
Q1 | $812K | Sell |
6,507
-4
| -0.1% | -$499 | 0.04% | 284 |
|
|
2020
Q4 | $806K | Sell |
6,511
-298
| -4% | -$36.9K | 0.04% | 261 |
|
|
2020
Q3 | $719K | Buy |
6,809
+101
| +2% | +$10.7K | 0.05% | 238 |
|
|
2020
Q2 | $654K | Buy |
6,708
+9
| +0.1% | +$877 | 0.05% | 258 |
|
|
2020
Q1 | $546K | Buy |
6,699
+13
| +0.2% | +$1.06K | 0.05% | 259 |
|
|
2019
Q4 | $637K | Buy |
6,686
+1,208
| +22% | +$115K | 0.05% | 253 |
|
|
2019
Q3 | $491K | Buy |
5,478
+27
| +0.5% | +$2.42K | 0.04% | 278 |
|
|
2019
Q2 | $477K | Buy |
+5,451
| New | +$477K | 0.04% | 264 |
|
|
2017
Q3 | – | Sell |
-349
| Closed | -$20K | – | 1033 |
|
|
2017
Q2 | $20K | Buy |
+349
| New | +$20K | 0.01% | 739 |
|