Phocas Financial Corp’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $794K | Hold |
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|
2024
Q4 | $653K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $596K | Hold |
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $650K | Hold |
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|
2022
Q3 | $591K | Hold |
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|
2022
Q2 | $562K | Hold |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $426K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $404K | Hold |
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|
2019
Q2 | $396K | Hold |
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|
2019
Q1 | $353K | Hold |
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|
2018
Q4 | $333K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $311K | Hold |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $259K | Sell |
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|
2017
Q1 | $1.13M | Sell |
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|
2016
Q4 | $5.27M | Buy |
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|
2016
Q3 | $4.62M | Sell |
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|
2016
Q2 | $5.22M | Sell |
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|
2016
Q1 | $5M | Buy |
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