Perigon Wealth 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 | $520K | Buy |
1,625
+209
| +15% | +$66.9K | 0.01% | 658 |
|
|
2025
Q1 | $489K | Sell |
1,416
-5
| -0.4% | -$1.73K | 0.01% | 645 |
|
|
2024
Q4 | $420K | Buy |
1,421
+231
| +19% | +$68.3K | 0.01% | 689 |
|
|
2024
Q3 | $335K | Buy |
1,190
+73
| +7% | +$20.5K | 0.01% | 740 |
|
|
2024
Q2 | $290K | Sell |
1,117
-88
| -7% | -$22.8K | 0.01% | 702 |
|
|
2024
Q1 | $301K | Buy |
1,205
+111
| +10% | +$27.8K | 0.01% | 682 |
|
|
2023
Q4 | $246K | Buy |
1,094
+6
| +0.6% | +$1.35K | 0.01% | 728 |
|
|
2023
Q3 | $248K | Buy |
+1,088
| New | +$248K | 0.01% | 660 |
|
|
2021
Q1 | – | Sell |
-345
| Closed | -$43K | – | 496 |
|
|
2020
Q4 | $43K | Buy |
+345
| New | +$43K | 0.01% | 782 |
|