Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Sell |
9
-7
| -44% | -$1.56K | ﹤0.01% | 960 |
|
|
2021
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 838 |
|
|
2021
Q2 | – | Sell |
-26
| Closed | -$3K | – | 991 |
|
|
2021
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 846 |
|
|
2020
Q3 | – | Sell |
-80
| Closed | -$8K | – | 828 |
|
|
2020
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 620 |
|
|
2020
Q1 | $7K | Sell |
80
-270
| -77% | -$23.6K | ﹤0.01% | 611 |
|
|
2019
Q4 | $33K | Buy |
350
+27
| +8% | +$2.55K | ﹤0.01% | 404 |
|
|
2019
Q3 | $29K | Sell |
323
-36
| -10% | -$3.23K | ﹤0.01% | 435 |
|
|
2019
Q2 | $31K | Buy |
359
+36
| +11% | +$3.11K | ﹤0.01% | 443 |
|
|
2019
Q1 | $25K | Hold |
323
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $24K | Hold |
323
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $24K | Hold |
323
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $21K | Hold |
323
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $22K | Buy |
+323
| New | +$22K | ﹤0.01% | 461 |
|
|
2017
Q4 | – | Sell |
-33
| Closed | -$2K | – | 963 |
|
|
2017
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 879 |
|