Patton Fund Management’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 | $219K | Buy |
+683
| New | +$219K | 0.05% | 396 |
|
|
2024
Q2 | – | Sell |
-815
| Closed | -$204K | – | 84 |
|
|
2024
Q1 | $204K | Buy |
+815
| New | +$204K | 0.04% | 103 |
|
|
2023
Q4 | – | Sell |
-9,635
| Closed | -$2.2M | – | 74 |
|
|
2023
Q3 | $2.2M | Sell |
9,635
-6,613
| -41% | -$1.51M | 0.6% | 30 |
|
|
2023
Q2 | $3.57M | Buy |
16,248
+7,940
| +96% | +$1.74M | 1.04% | 19 |
|
|
2023
Q1 | $1.59M | Sell |
8,308
-5,737
| -41% | -$1.1M | 0.45% | 59 |
|
|
2022
Q4 | $2.65M | Sell |
14,045
-314
| -2% | -$59.2K | 0.77% | 35 |
|
|
2022
Q3 | $2.46M | Sell |
14,359
-1,272
| -8% | -$218K | 1% | 14 |
|
|
2022
Q2 | $2.55M | Buy |
15,631
+2,087
| +15% | +$340K | 0.95% | 15 |
|
|
2022
Q1 | $2.37M | Sell |
13,544
-578
| -4% | -$101K | 0.65% | 67 |
|
|
2021
Q4 | $2.4M | Buy |
+14,122
| New | +$2.4M | 0.73% | 42 |
|