Pathstone Holdings’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
$11.8M Sell
36,659
-2,781
-7% -$898K 0.05% 276
2025
Q1
$13.6M Buy
39,440
+4,627
+13% +$1.6M 0.06% 245
2024
Q4
$9.88M Buy
34,813
+1,793
+5% +$509K 0.04% 317
2024
Q3
$9.29M Sell
33,020
-105
-0.3% -$29.5K 0.04% 350
2024
Q2
$8.59M Buy
33,125
+2,583
+8% +$670K 0.04% 349
2024
Q1
$7.64M Buy
30,542
+7,322
+32% +$1.83M 0.04% 382
2023
Q4
$5.22M Buy
+23,220
New +$5.22M 0.03% 423