OAM
Optimal Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $832K | Hold |
5,600
| – | – | 0.1% | 258 |
|
|
2021
Q2 | $784K | Hold |
5,600
| – | – | 0.09% | 276 |
|
|
2021
Q1 | $699K | Buy |
5,600
+2,700
| +93% | +$337K | 0.09% | 277 |
|
|
2020
Q4 | $359K | Hold |
2,900
| – | – | 0.05% | 375 |
|
|
2020
Q3 | $306K | Buy |
+2,900
| New | +$306K | 0.04% | 378 |
|