Patrick M. Sweeney & Associates’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 | $533K | Sell |
1,675
-25
| -1% | -$7.95K | 0.37% | 69 |
|
|
2025
Q1 | $587K | Hold |
1,700
| – | – | 0.44% | 59 |
|
|
2024
Q4 | $483K | Hold |
1,700
| – | – | 0.36% | 74 |
|
|
2024
Q3 | $478K | Sell |
1,700
-15
| -0.9% | -$4.22K | 0.35% | 75 |
|
|
2024
Q2 | $445K | Hold |
1,715
| – | – | 0.36% | 72 |
|
|
2024
Q1 | $429K | Buy |
1,715
+92
| +6% | +$23K | 0.35% | 75 |
|
|
2023
Q4 | $365K | Buy |
+1,623
| New | +$365K | 0.33% | 77 |
|