OCM
Osterweis Capital 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 | $151K | Sell |
472
-35
| -7% | -$11.2K | 0.01% | 157 |
|
|
2025
Q1 | $175K | Hold |
507
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $144K | Sell |
507
-150
| -23% | -$42.6K | 0.01% | 145 |
|
|
2024
Q3 | $185K | Sell |
657
-100
| -13% | -$28.1K | 0.01% | 133 |
|
|
2024
Q2 | $196K | Hold |
757
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $189K | Sell |
757
-113
| -13% | -$28.3K | 0.01% | 130 |
|
|
2023
Q4 | $196K | Hold |
870
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $198K | Hold |
870
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $191K | Sell |
870
-95
| -10% | -$20.9K | 0.01% | 134 |
|
|
2023
Q1 | $185K | Hold |
965
| – | – | 0.01% | 135 |
|
|
2022
Q4 | $182K | Hold |
965
| – | – | 0.01% | 138 |
|
|
2022
Q3 | $165K | Buy |
+965
| New | +$165K | 0.01% | 133 |
|