Procyon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,483
| Closed | -$1.2M | – | 461 |
|
|
2025
Q1 | $1.2M | Buy |
3,483
+329
| +10% | +$114K | 0.07% | 236 |
|
|
2024
Q4 | $895K | Buy |
3,154
+881
| +39% | +$250K | 0.06% | 246 |
|
|
2024
Q3 | $639K | Buy |
2,273
+731
| +47% | +$206K | 0.04% | 289 |
|
|
2024
Q2 | $400K | Buy |
1,542
+7
| +0.5% | +$1.82K | 0.03% | 353 |
|
|
2024
Q1 | $384K | Sell |
1,535
-21
| -1% | -$5.25K | 0.03% | 374 |
|
|
2023
Q4 | $350K | Buy |
1,556
+82
| +6% | +$18.4K | 0.03% | 378 |
|
|
2023
Q3 | $336K | Buy |
+1,474
| New | +$336K | 0.03% | 373 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$1K | – | 227 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 957 |
|
|
2020
Q1 | $1K | Sell |
8
-24
| -75% | -$3K | ﹤0.01% | 890 |
|
|
2019
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 849 |
|