Pinnacle Financial Partners’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
Q1 | $885K | Buy |
2,564
+224
| +10% | +$77.3K | 0.02% | 284 |
|
|
2024
Q4 | $664K | Buy |
2,340
+80
| +4% | +$22.7K | 0.01% | 301 |
|
|
2024
Q3 | $636K | Buy |
2,260
+172
| +8% | +$48.4K | 0.01% | 306 |
|
|
2024
Q2 | $541K | Buy |
2,088
+17
| +0.8% | +$4.41K | 0.01% | 317 |
|
|
2024
Q1 | $518K | Buy |
2,071
+315
| +18% | +$78.8K | 0.01% | 322 |
|
|
2023
Q4 | $395K | Buy |
1,756
+237
| +16% | +$53.3K | 0.01% | 331 |
|
|
2023
Q3 | $346K | Hold |
1,519
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $334K | Buy |
1,519
+71
| +5% | +$15.6K | 0.01% | 327 |
|
|
2023
Q1 | $277K | Sell |
1,448
-586
| -29% | -$112K | 0.01% | 347 |
|
|
2022
Q4 | $383K | Buy |
2,034
+472
| +30% | +$89K | 0.01% | 313 |
|
|
2022
Q3 | $268K | Buy |
+1,562
| New | +$268K | 0.01% | 327 |
|
|
2014
Q2 | – | Sell |
-4,435
| Closed | -$211K | – | 193 |
|
|
2014
Q1 | $211K | Hold |
4,435
| – | – | 0.09% | 161 |
|
|
2013
Q4 | $208K | Buy |
+4,435
| New | +$208K | 0.1% | 150 |
|