Patron Partners’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 | $637K | Buy |
1,990
+53
| +3% | +$17K | 0.32% | 92 |
|
|
2025
Q1 | $669K | Buy |
1,937
+180
| +10% | +$62.1K | 0.36% | 81 |
|
|
2024
Q4 | $499K | Sell |
1,757
-12
| -0.7% | -$3.41K | 0.27% | 102 |
|
|
2024
Q3 | $498K | Sell |
1,769
-40
| -2% | -$11.3K | 0.28% | 99 |
|
|
2024
Q2 | $469K | Buy |
1,809
+74
| +4% | +$19.2K | 0.28% | 105 |
|
|
2024
Q1 | $434K | Buy |
1,735
+150
| +9% | +$37.5K | 0.26% | 111 |
|
|
2023
Q4 | $356K | Buy |
1,585
+79
| +5% | +$17.8K | 0.24% | 116 |
|
|
2023
Q3 | $343K | Buy |
1,506
+54
| +4% | +$12.3K | 0.25% | 111 |
|
|
2023
Q2 | $319K | Buy |
1,452
+187
| +15% | +$41.1K | 0.23% | 119 |
|
|
2023
Q1 | $242K | Buy |
1,265
+47
| +4% | +$8.99K | 0.18% | 132 |
|
|
2022
Q4 | $230K | Sell |
1,218
-85
| -7% | -$16K | 0.17% | 138 |
|
|
2022
Q3 | $223K | Sell |
1,303
-69
| -5% | -$11.8K | 0.19% | 134 |
|
|
2022
Q2 | $224K | Hold |
1,372
| – | – | 0.18% | 138 |
|
|
2022
Q1 | $239K | Buy |
1,372
+173
| +14% | +$30.1K | 0.16% | 140 |
|
|
2021
Q4 | $203K | Buy |
+1,199
| New | +$203K | 0.13% | 169 |
|