Proficio Capital Partners’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 | $507K | Buy |
1,584
+538
| +51% | +$172K | 0.03% | 244 |
|
|
2025
Q1 | $361K | Buy |
1,046
+98
| +10% | +$33.8K | 0.03% | 261 |
|
|
2024
Q4 | $269K | Buy |
948
+156
| +20% | +$44.3K | 0.02% | 284 |
|
|
2024
Q3 | $223K | Sell |
792
-64
| -7% | -$18K | 0.02% | 259 |
|
|
2024
Q2 | $222K | Buy |
856
+27
| +3% | +$7.01K | 0.02% | 297 |
|
|
2024
Q1 | $207K | Buy |
+829
| New | +$207K | 0.02% | 317 |
|
|
2019
Q3 | – | Sell |
-188
| Closed | -$16K | – | 173 |
|
|
2019
Q2 | $16K | Sell |
188
-40
| -18% | -$3.4K | 0.01% | 763 |
|
|
2019
Q1 | $18K | Sell |
228
-242
| -51% | -$19.1K | 0.01% | 685 |
|
|
2018
Q4 | $35K | Sell |
470
-66
| -12% | -$4.92K | 0.02% | 382 |
|
|
2018
Q3 | $40K | Sell |
536
-86
| -14% | -$6.42K | 0.01% | 399 |
|
|
2018
Q2 | $41K | Buy |
622
+45
| +8% | +$2.97K | 0.02% | 402 |
|
|
2018
Q1 | $40K | Hold |
577
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $37K | Sell |
577
-37
| -6% | -$2.37K | 0.01% | 416 |
|
|
2017
Q3 | $38K | Hold |
614
| – | – | 0.02% | 440 |
|
|
2017
Q2 | $36K | Sell |
614
-9
| -1% | -$528 | 0.02% | 455 |
|
|
2017
Q1 | $35K | Buy |
623
+55
| +10% | +$3.09K | 0.02% | 464 |
|
|
2016
Q4 | $30K | Hold |
568
| – | – | 0.01% | 355 |
|
|
2016
Q3 | $29K | Hold |
568
| – | – | 0.02% | 361 |
|
|
2016
Q2 | $28K | Buy |
568
+196
| +53% | +$9.66K | 0.02% | 367 |
|
|
2016
Q1 | $17K | Buy |
+372
| New | +$17K | 0.01% | 342 |
|