Pinnacle Wealth Management Advisory Group’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 | $326K | Buy |
1,019
+34
| +3% | +$10.9K | 0.03% | 285 |
|
|
2025
Q1 | $340K | Buy |
985
+19
| +2% | +$6.56K | 0.03% | 271 |
|
|
2024
Q4 | $274K | Sell |
966
-14
| -1% | -$3.97K | 0.03% | 295 |
|
|
2024
Q3 | $276K | Buy |
980
+6
| +0.6% | +$1.69K | 0.03% | 297 |
|
|
2024
Q2 | $253K | Sell |
974
-68
| -7% | -$17.6K | 0.03% | 298 |
|
|
2024
Q1 | $261K | Buy |
1,042
+16
| +2% | +$4K | 0.03% | 288 |
|
|
2023
Q4 | $231K | Sell |
1,026
-54
| -5% | -$12.1K | 0.03% | 296 |
|
|
2023
Q3 | $246K | Hold |
1,080
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $237K | Buy |
1,080
+8
| +0.7% | +$1.76K | 0.03% | 283 |
|
|
2023
Q1 | $205K | Buy |
+1,072
| New | +$205K | 0.03% | 298 |
|