Perennial Investment Advisors’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 | $348K | Buy |
1,089
+23
| +2% | +$7.36K | 0.03% | 311 |
|
|
2025
Q1 | $368K | Buy |
1,066
+76
| +8% | +$26.2K | 0.04% | 276 |
|
|
2024
Q4 | $281K | Buy |
990
+27
| +3% | +$7.66K | 0.03% | 305 |
|
|
2024
Q3 | $271K | Hold |
963
| – | – | 0.04% | 304 |
|
|
2024
Q2 | $250K | Buy |
963
+113
| +13% | +$29.3K | 0.04% | 302 |
|
|
2024
Q1 | $212K | Buy |
+850
| New | +$212K | 0.03% | 310 |
|