Orion Portfolio Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.44M | Buy |
12,855
+511
| +4% | +$176K | 0.04% | 381 |
|
|
2024
Q4 | $3.5M | Buy |
12,344
+94
| +0.8% | +$26.7K | 0.03% | 438 |
|
|
2024
Q3 | $3.45M | Buy |
12,250
+543
| +5% | +$153K | 0.03% | 448 |
|
|
2024
Q2 | $3.04M | Buy |
11,707
+401
| +4% | +$104K | 0.03% | 471 |
|
|
2024
Q1 | $2.83M | Buy |
11,306
+1,575
| +16% | +$394K | 0.03% | 509 |
|
|
2023
Q4 | $2.23M | Buy |
9,731
+483
| +5% | +$111K | 0.03% | 576 |
|
|
2023
Q3 | $2.11M | Buy |
9,248
+1,342
| +17% | +$306K | 0.03% | 591 |
|
|
2023
Q2 | $1.74M | Buy |
7,906
+4,122
| +109% | +$905K | 0.02% | 721 |
|
|
2023
Q1 | $724K | Buy |
+3,784
| New | +$724K | 0.01% | 1011 |
|
|
2020
Q3 | – | Sell |
-321
| Closed | -$31K | – | 477 |
|
|
2020
Q2 | $31K | Buy |
321
+19
| +6% | +$1.84K | ﹤0.01% | 820 |
|
|
2020
Q1 | $25K | Buy |
302
+9
| +3% | +$745 | ﹤0.01% | 769 |
|
|
2019
Q4 | $28K | Buy |
+293
| New | +$28K | ﹤0.01% | 688 |
|