Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$2.25K | – | 845 |
|
|
2023
Q4 | $2.25K | Buy |
+10
| New | +$2.25K | ﹤0.01% | 713 |
|
|
2023
Q1 | – | Sell |
-67
| Closed | -$12.6K | – | 791 |
|
|
2022
Q4 | $12.6K | Buy |
+67
| New | +$12.6K | ﹤0.01% | 543 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$6K | – | 844 |
|
|
2022
Q2 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 671 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$7K | – | 798 |
|
|
2021
Q4 | $7K | Buy |
41
+16
| +64% | +$2.73K | ﹤0.01% | 747 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 842 |
|
|
2020
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 736 |
|
|
2016
Q1 | – | Sell |
-730
| Closed | -$30K | – | 851 |
|
|
2015
Q4 | $30K | Buy |
+730
| New | +$30K | 0.02% | 383 |
|