Pin Oak 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 | $35K | Hold |
103
| – | – | 0.03% | 224 |
|
|
2025
Q1 | $35K | Hold |
103
| – | – | 0.03% | 217 |
|
|
2024
Q4 | $29K | Hold |
103
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $28K | Buy |
103
+87
| +544% | +$23.7K | 0.03% | 238 |
|
|
2024
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $4K | Sell |
16
-209
| -93% | -$52.3K | ﹤0.01% | 390 |
|
|
2023
Q2 | $49K | Buy |
225
+209
| +1,306% | +$45.5K | 0.05% | 161 |
|
|
2023
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 372 |
|
|
2020
Q1 | – | Sell |
-188
| Closed | -$18K | – | 395 |
|
|
2019
Q4 | $18K | Hold |
188
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $17K | Hold |
188
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $16K | Buy |
+188
| New | +$16K | 0.01% | 291 |
|
|
2018
Q3 | – | Sell |
-101
| Closed | -$7K | – | 412 |
|
|
2018
Q2 | $7K | Buy |
101
+36
| +55% | +$2.5K | 0.01% | 337 |
|
|
2018
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 390 |
|