Prio Wealth Limited Partnership’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
Q3 | $477K | Hold |
1,696
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $440K | Hold |
1,696
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $424K | Hold |
1,696
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $381K | Hold |
1,696
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $387K | Hold |
1,696
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $372K | Hold |
1,696
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $324K | Hold |
1,696
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $320K | Hold |
1,696
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $290K | Buy |
1,696
+120
| +8% | +$20.5K | 0.01% | 216 |
|
|
2022
Q2 | $257K | Hold |
1,576
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $275K | Hold |
1,576
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $267K | Hold |
1,576
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $234K | Hold |
1,576
| – | – | 0.01% | 251 |
|
|
2021
Q2 | $221K | Buy |
+1,576
| New | +$221K | 0.01% | 266 |
|