PWPS
Pinnacle Wealth Planning Services’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
7,410
+284
| +4% | +$90.9K | 0.31% | 41 |
|
|
2025
Q1 | $2.46M | Sell |
7,126
-842
| -11% | -$291K | 0.37% | 41 |
|
|
2024
Q4 | $2.26M | Sell |
7,968
-460
| -5% | -$131K | 0.34% | 41 |
|
|
2024
Q3 | $2.37M | Sell |
8,428
-158
| -2% | -$44.5K | 0.32% | 46 |
|
|
2024
Q2 | $2.23M | Buy |
8,586
+139
| +2% | +$36K | 0.32% | 49 |
|
|
2024
Q1 | $2.11M | Sell |
8,447
-2,021
| -19% | -$505K | 0.31% | 52 |
|
|
2023
Q4 | $2.35M | Sell |
10,468
-88
| -0.8% | -$19.8K | 0.37% | 41 |
|
|
2023
Q3 | $2.41M | Sell |
10,556
-123
| -1% | -$28K | 0.4% | 41 |
|
|
2023
Q2 | $2.34M | Sell |
10,679
-439
| -4% | -$96.4K | 0.38% | 42 |
|
|
2023
Q1 | $2.13M | Sell |
11,118
-337
| -3% | -$64.5K | 0.35% | 47 |
|
|
2022
Q4 | $2.16M | Buy |
11,455
+336
| +3% | +$63.3K | 0.38% | 44 |
|
|
2022
Q3 | $1.9M | Sell |
11,119
-450
| -4% | -$77.1K | 0.35% | 50 |
|
|
2022
Q2 | $1.89M | Buy |
11,569
+515
| +5% | +$84K | 0.34% | 51 |
|
|
2022
Q1 | $1.93M | Sell |
11,054
-12
| -0.1% | -$2.1K | 0.35% | 49 |
|
|
2021
Q4 | $1.88M | Sell |
11,066
-22
| -0.2% | -$3.73K | 0.37% | 54 |
|
|
2021
Q3 | $1.65M | Sell |
11,088
-52
| -0.5% | -$7.73K | 0.36% | 56 |
|
|
2021
Q2 | $1.56M | Sell |
11,140
-7
| -0.1% | -$981 | 0.36% | 51 |
|
|
2021
Q1 | $1.39M | Buy |
11,147
+8,792
| +373% | +$1.1M | 0.36% | 57 |
|
|
2020
Q4 | $292K | Buy |
2,355
+44
| +2% | +$5.46K | 0.07% | 200 |
|
|
2020
Q3 | $244K | Sell |
2,311
-6
| -0.3% | -$633 | 0.08% | 194 |
|
|
2020
Q2 | $225K | Buy |
+2,317
| New | +$225K | 0.07% | 201 |
|
|
2020
Q1 | – | Sell |
-20,767
| Closed | -$1.98M | – | 236 |
|
|
2019
Q4 | $1.98M | Buy |
+20,767
| New | +$1.98M | 0.93% | 19 |
|