Patriot Financial Group Insurance Agency’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-33
| Closed | -$5K | – | 452 |
|
2022
Q2 | $5K | Sell |
33
-25
| -43% | -$3.79K | ﹤0.01% | 1454 |
|
2022
Q1 | $10K | Buy |
58
+4
| +7% | +$690 | ﹤0.01% | 1341 |
|
2021
Q4 | $9K | Buy |
54
+25
| +86% | +$4.17K | ﹤0.01% | 1509 |
|
2021
Q3 | $4K | Sell |
29
-4
| -12% | -$552 | ﹤0.01% | 1740 |
|
2021
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 1624 |
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 1591 |
|
2020
Q4 | $4K | Sell |
33
-12
| -27% | -$1.46K | ﹤0.01% | 1461 |
|
2020
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 1207 |
|
2020
Q2 | $4K | Buy |
45
+10
| +29% | +$889 | ﹤0.01% | 1208 |
|
2020
Q1 | $3K | Sell |
35
-25
| -42% | -$2.14K | ﹤0.01% | 1179 |
|
2019
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 930 |
|
2019
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 921 |
|