PAX Financial Group’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
$547K Sell
1,710
-226
-12% -$72.4K 0.1% 139
2025
Q1
$668K Sell
1,936
-526
-21% -$182K 0.12% 137
2024
Q4
$699K Sell
2,462
-141
-5% -$40K 0.13% 140
2024
Q3
$732K Sell
2,603
-164
-6% -$46.1K 0.13% 136
2024
Q2
$718K Sell
2,767
-48
-2% -$12.4K 0.14% 132
2024
Q1
$704K Sell
2,815
-164
-6% -$41K 0.14% 135
2023
Q4
$706K Sell
2,979
-350
-11% -$83K 0.15% 127
2023
Q3
$759K Sell
3,329
-241
-7% -$54.9K 0.17% 98
2023
Q2
$784K Sell
3,570
-623
-15% -$137K 0.18% 87
2023
Q1
$802K Sell
4,193
-3
-0.1% -$574 0.19% 82
2022
Q4
$791K Sell
4,196
-725
-15% -$137K 0.2% 79
2022
Q3
$843K Sell
4,921
-180
-4% -$30.8K 0.22% 69
2022
Q2
$832K Sell
5,101
-426
-8% -$69.5K 0.21% 69
2022
Q1
$965K Buy
5,527
+327
+6% +$57.1K 0.22% 68
2021
Q4
$882K Sell
5,200
-138
-3% -$23.4K 0.2% 79
2021
Q3
$793K Buy
5,338
+16
+0.3% +$2.38K 0.19% 86
2021
Q2
$746K Buy
5,322
+128
+2% +$17.9K 0.19% 87
2021
Q1
$648K Buy
5,194
+253
+5% +$31.6K 0.18% 87
2020
Q4
$611K Buy
4,941
+24
+0.5% +$2.97K 0.19% 68
2020
Q3
$519K Buy
4,917
+76
+2% +$8.02K 0.18% 73
2020
Q2
$472K Buy
4,841
+136
+3% +$13.3K 0.18% 63
2020
Q1
$354K Buy
4,705
+1,425
+43% +$107K 0.15% 92
2019
Q4
$356K Buy
+3,280
New +$356K 0.15% 67