Private Advisory 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 | $1M | Sell |
3,136
-267
| -8% | -$85.5K | 0.09% | 125 |
|
|
2025
Q1 | $1.17M | Buy |
3,403
+242
| +8% | +$83.5K | 0.13% | 100 |
|
|
2024
Q4 | $897K | Sell |
3,161
-589
| -16% | -$167K | 0.1% | 125 |
|
|
2024
Q3 | $1.06M | Sell |
3,750
-48
| -1% | -$13.5K | 0.13% | 109 |
|
|
2024
Q2 | $985K | Sell |
3,798
-5
| -0.1% | -$1.3K | 0.13% | 102 |
|
|
2024
Q1 | $951K | Sell |
3,803
-301
| -7% | -$75.3K | 0.14% | 101 |
|
|
2023
Q4 | $923K | Buy |
4,104
+455
| +12% | +$102K | 0.16% | 101 |
|
|
2023
Q3 | $832K | Hold |
3,649
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $801K | Hold |
3,649
| – | – | 0.16% | 121 |
|
|
2023
Q1 | $698K | Hold |
3,649
| – | – | 0.15% | 103 |
|
|
2022
Q4 | $688K | Hold |
3,649
| – | – | 0.15% | 115 |
|
|
2022
Q3 | $625K | Hold |
3,649
| – | – | 0.14% | 113 |
|
|
2022
Q2 | $595K | Hold |
3,649
| – | – | 0.13% | 98 |
|
|
2022
Q1 | $637K | Hold |
3,649
| – | – | 0.12% | 105 |
|
|
2021
Q4 | $619K | Hold |
3,649
| – | – | 0.12% | 95 |
|
|
2021
Q3 | $542K | Hold |
3,649
| – | – | 0.13% | 91 |
|
|
2021
Q2 | $511K | Hold |
3,649
| – | – | 0.13% | 91 |
|
|
2021
Q1 | $455K | Hold |
3,649
| – | – | 0.13% | 102 |
|
|
2020
Q4 | $451K | Sell |
3,649
-130
| -3% | -$16.1K | 0.15% | 99 |
|
|
2020
Q3 | $399K | Buy |
+3,779
| New | +$399K | 0.16% | 86 |
|
|
2017
Q3 | – | Sell |
-4,779
| Closed | -$274K | – | 119 |
|
|
2017
Q2 | $274K | Buy |
4,779
+32
| +0.7% | +$1.84K | 0.16% | 110 |
|
|
2017
Q1 | $268K | Buy |
4,747
+32
| +0.7% | +$1.81K | 0.18% | 112 |
|
|
2016
Q4 | $245K | Buy |
+4,715
| New | +$245K | 0.17% | 115 |
|