Piedmont 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-8,649
| Closed | -$705K | – | 23 |
|
2020
Q1 | $705K | Buy |
8,649
+620
| +8% | +$50.5K | 0.03% | 363 |
|
2019
Q4 | $765K | Sell |
8,029
-280
| -3% | -$26.7K | 0.03% | 399 |
|
2019
Q3 | $744K | Buy |
8,309
+317
| +4% | +$28.4K | 0.03% | 387 |
|
2019
Q2 | $700K | Buy |
7,992
+2,606
| +48% | +$228K | 0.03% | 412 |
|
2019
Q1 | $421K | Buy |
5,386
+718
| +15% | +$56.1K | 0.02% | 610 |
|
2018
Q4 | $344K | Buy |
4,668
+33
| +0.7% | +$2.43K | 0.02% | 642 |
|
2018
Q3 | $345K | Sell |
4,635
-275
| -6% | -$20.5K | 0.01% | 712 |
|
2018
Q2 | $321K | Buy |
4,910
+1,949
| +66% | +$127K | 0.02% | 607 |
|
2018
Q1 | $204K | Sell |
2,961
-2,197
| -43% | -$151K | 0.01% | 706 |
|
2017
Q4 | $326K | Buy |
5,158
+1,763
| +52% | +$111K | 0.01% | 540 |
|
2017
Q3 | $209K | Buy |
+3,395
| New | +$209K | ﹤0.01% | 714 |
|
2017
Q1 | – | Sell |
-509
| Closed | -$26.4K | – | 418 |
|
2016
Q4 | $26.4K | Buy |
509
+500
| +5,556% | +$26K | ﹤0.01% | 539 |
|
2016
Q3 | $457 | Hold |
9
| – | – | ﹤0.01% | 498 |
|
2016
Q2 | $428 | Buy |
+9
| New | +$428 | ﹤0.01% | 457 |
|