Plato Investment Management’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 | $527K | Buy |
1,652
+1
| +0.1% | +$319 | 0.04% | 339 |
|
|
2025
Q1 | $576K | Hold |
1,651
| – | – | 0.05% | 316 |
|
|
2024
Q4 | $470K | Hold |
1,651
| – | – | 0.03% | 340 |
|
|
2024
Q3 | $464K | Hold |
1,651
| – | – | 0.04% | 320 |
|
|
2024
Q2 | $428K | Hold |
1,651
| – | – | 0.04% | 286 |
|
|
2024
Q1 | $413K | Buy |
1,651
+1,197
| +264% | +$299K | 0.04% | 276 |
|
|
2023
Q4 | $102K | Buy |
+454
| New | +$102K | 0.13% | 155 |
|