Personal CFO Solutions’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 | $672K | Sell |
2,100
-60
| -3% | -$19.2K | 0.12% | 173 |
|
|
2025
Q1 | $746K | Buy |
2,160
+346
| +19% | +$119K | 0.15% | 148 |
|
|
2024
Q4 | $515K | Buy |
1,814
+239
| +15% | +$67.8K | 0.1% | 199 |
|
|
2024
Q3 | $443K | Sell |
1,575
-117
| -7% | -$32.9K | 0.06% | 291 |
|
|
2024
Q2 | $439K | Sell |
1,692
-8
| -0.5% | -$2.08K | 0.07% | 278 |
|
|
2024
Q1 | $425K | Sell |
1,700
-31
| -2% | -$7.76K | 0.07% | 295 |
|
|
2023
Q4 | $389K | Buy |
1,731
+120
| +7% | +$27K | 0.07% | 299 |
|
|
2023
Q3 | $367K | Sell |
1,611
-15
| -0.9% | -$3.42K | 0.07% | 275 |
|
|
2023
Q2 | $357K | Sell |
1,626
-72
| -4% | -$15.8K | 0.07% | 289 |
|
|
2023
Q1 | $325K | Buy |
1,698
+74
| +5% | +$14.2K | 0.07% | 288 |
|
|
2022
Q4 | $306K | Buy |
1,624
+127
| +8% | +$23.9K | 0.06% | 288 |
|
|
2022
Q3 | $256K | Buy |
+1,497
| New | +$256K | 0.06% | 287 |
|