Prestige Wealth Management 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 | $43.2K | Hold |
135
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $46.6K | Hold |
135
| – | – | 0.01% | 255 |
|
|
2024
Q4 | $38.3K | Hold |
135
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $38K | Hold |
135
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $35K | Sell |
135
-41
| -23% | -$10.6K | 0.01% | 257 |
|
|
2024
Q1 | $44K | Hold |
176
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $39.6K | Hold |
176
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $40.1K | Buy |
176
+1
| +0.6% | +$228 | 0.01% | 257 |
|
|
2023
Q2 | $38.4K | Sell |
175
-1
| -0.6% | -$220 | 0.01% | 284 |
|
|
2023
Q1 | $33.7K | Buy |
176
+16
| +10% | +$3.06K | 0.01% | 272 |
|
|
2022
Q4 | $30.2K | Sell |
160
-26
| -14% | -$4.9K | 0.01% | 302 |
|
|
2022
Q3 | $32K | Sell |
186
-11
| -6% | -$1.89K | 0.01% | 262 |
|
|
2022
Q2 | $32K | Buy |
197
+20
| +11% | +$3.25K | 0.01% | 268 |
|
|
2022
Q1 | $31K | Buy |
177
+5
| +3% | +$876 | 0.01% | 283 |
|
|
2021
Q4 | $29K | Sell |
172
-2
| -1% | -$337 | 0.01% | 318 |
|
|
2021
Q3 | $26K | Hold |
174
| – | – | 0.01% | 330 |
|
|
2021
Q2 | $24K | Sell |
174
-1
| -0.6% | -$138 | 0.01% | 328 |
|
|
2021
Q1 | $22K | Sell |
175
-6
| -3% | -$754 | 0.01% | 343 |
|
|
2020
Q4 | $22K | Sell |
181
-188
| -51% | -$22.9K | 0.01% | 337 |
|
|
2020
Q3 | $39K | Hold |
369
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $36K | Buy |
369
+223
| +153% | +$21.8K | 0.01% | 263 |
|
|
2020
Q1 | $12K | Buy |
+146
| New | +$12K | 0.01% | 345 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$1K | – | 507 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 937 |
|