PMA
Prudent Man Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,208
+818
| +34% | +$262K | 0.33% | 74 |
|
|
2025
Q1 | $825K | Buy |
2,390
+72
| +3% | +$24.9K | 0.3% | 78 |
|
|
2024
Q4 | $658K | Sell |
2,318
-101
| -4% | -$28.7K | 0.24% | 94 |
|
|
2024
Q3 | $681K | Sell |
2,419
-822
| -25% | -$231K | 0.23% | 107 |
|
|
2024
Q2 | $840K | Sell |
3,241
-3
| -0.1% | -$778 | 0.3% | 80 |
|
|
2024
Q1 | $811K | Sell |
3,244
-79
| -2% | -$19.8K | 0.3% | 78 |
|
|
2023
Q4 | $747K | Sell |
3,323
-83
| -2% | -$18.7K | 0.28% | 79 |
|
|
2023
Q3 | $776K | Sell |
3,406
-173
| -5% | -$39.4K | 0.31% | 72 |
|
|
2023
Q2 | $786K | Sell |
3,579
-63
| -2% | -$13.8K | 0.3% | 71 |
|
|
2023
Q1 | $697K | Sell |
3,642
-6
| -0.2% | -$1.15K | 0.27% | 81 |
|
|
2022
Q4 | $688K | Buy |
3,648
+97
| +3% | +$18.3K | 0.28% | 80 |
|
|
2022
Q3 | $608K | Buy |
3,551
+13
| +0.4% | +$2.23K | 0.29% | 77 |
|
|
2022
Q2 | $577K | Sell |
3,538
-12
| -0.3% | -$1.96K | 0.27% | 81 |
|
|
2022
Q1 | $620K | Sell |
3,550
-86
| -2% | -$15K | 0.25% | 83 |
|
|
2021
Q4 | $617K | Buy |
3,636
+11
| +0.3% | +$1.87K | 0.23% | 86 |
|
|
2021
Q3 | $539K | Buy |
3,625
+14
| +0.4% | +$2.08K | 0.2% | 94 |
|
|
2021
Q2 | $506K | Buy |
+3,611
| New | +$506K | 0.2% | 95 |
|