Rench Wealth Management’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 | $15.8M | Buy |
49,475
+315
| +0.6% | +$101K | 5.01% | 4 |
|
|
2025
Q1 | $17M | Buy |
49,160
+459
| +0.9% | +$158K | 5.86% | 4 |
|
|
2024
Q4 | $13.8M | Buy |
48,701
+1,148
| +2% | +$326K | 4.72% | 4 |
|
|
2024
Q3 | $13.4M | Buy |
47,553
+1,378
| +3% | +$388K | 4.59% | 4 |
|
|
2024
Q2 | $12M | Buy |
46,175
+636
| +1% | +$165K | 4.3% | 4 |
|
|
2024
Q1 | $11.4M | Buy |
45,539
+1,488
| +3% | +$372K | 4.37% | 4 |
|
|
2023
Q4 | $9.91M | Sell |
44,051
-485
| -1% | -$109K | 4.17% | 4 |
|
|
2023
Q3 | $10.2M | Sell |
44,536
-451
| -1% | -$103K | 4.67% | 4 |
|
|
2023
Q2 | $9.88M | Buy |
44,987
+141
| +0.3% | +$31K | 4.33% | 5 |
|
|
2023
Q1 | $8.58M | Sell |
44,846
-2,553
| -5% | -$488K | 4.11% | 5 |
|
|
2022
Q4 | $8.94M | Sell |
47,399
-822
| -2% | -$155K | 4.54% | 5 |
|
|
2022
Q3 | $8.26M | Sell |
48,221
-493
| -1% | -$84.4K | 4.63% | 4 |
|
|
2022
Q2 | $7.94M | Sell |
48,714
-1,313
| -3% | -$214K | 4.07% | 6 |
|
|
2022
Q1 | $8.74M | Sell |
50,027
-3,894
| -7% | -$680K | 3.97% | 5 |
|
|
2021
Q4 | $9.15M | Sell |
53,921
-1,803
| -3% | -$306K | 4.13% | 6 |
|
|
2021
Q3 | $8.28M | Sell |
55,724
-707
| -1% | -$105K | 4.11% | 7 |
|
|
2021
Q2 | $7.91M | Sell |
56,431
-1,769
| -3% | -$248K | 3.95% | 9 |
|
|
2021
Q1 | $7.26M | Buy |
58,200
+287
| +0.5% | +$35.8K | 3.78% | 10 |
|
|
2020
Q4 | $7.16M | Buy |
57,913
+414
| +0.7% | +$51.2K | 4.03% | 8 |
|
|
2020
Q3 | $6.07M | Sell |
57,499
-1,030
| -2% | -$109K | 3.86% | 7 |
|
|
2020
Q2 | $5.71M | Sell |
58,529
-2,335
| -4% | -$228K | 3.84% | 9 |
|
|
2020
Q1 | $4.96M | Sell |
60,864
-1,776
| -3% | -$145K | 3.85% | 11 |
|
|
2019
Q4 | $5.97M | Buy |
62,640
+901
| +1% | +$85.8K | 3.44% | 10 |
|
|
2019
Q3 | $5.53M | Buy |
61,739
+342
| +0.6% | +$30.6K | 3.57% | 8 |
|
|
2019
Q2 | $5.38M | Sell |
61,397
-1,040
| -2% | -$91.1K | 3.44% | 7 |
|
|
2019
Q1 | $4.88M | Sell |
62,437
-661
| -1% | -$51.6K | 3.19% | 13 |
|
|
2018
Q4 | $4.65M | Buy |
63,098
+13
| +0% | +$958 | 3.41% | 8 |
|
|
2018
Q3 | $4.7M | Buy |
63,085
+23
| +0% | +$1.71K | 3.13% | 10 |
|
|
2018
Q2 | $4.12M | Sell |
63,062
-1,516
| -2% | -$99K | 2.97% | 11 |
|
|
2018
Q1 | $4.44M | Sell |
64,578
-2,109
| -3% | -$145K | 3.03% | 10 |
|
|
2017
Q4 | $4.22M | Buy |
66,687
+1,190
| +2% | +$75.3K | 2.74% | 13 |
|
|
2017
Q3 | $4.03M | Buy |
65,497
+1,607
| +3% | +$98.9K | 2.78% | 12 |
|
|
2017
Q2 | $3.66M | Buy |
63,890
+1,016
| +2% | +$58.2K | 2.7% | 14 |
|
|
2017
Q1 | $3.56M | Sell |
62,874
-1,314
| -2% | -$74.3K | 2.64% | 17 |
|
|
2016
Q4 | $3.34M | Buy |
64,188
+2,798
| +5% | +$145K | 2.64% | 19 |
|
|
2016
Q3 | $3.12M | Sell |
61,390
-16,742
| -21% | -$852K | 2.52% | 17 |
|
|
2016
Q2 | $3.72M | Buy |
78,132
+1,472
| +2% | +$70.1K | 3% | 16 |
|
|
2016
Q1 | $3.41M | Buy |
76,660
+725
| +1% | +$32.3K | 2.8% | 17 |
|
|
2015
Q4 | $3.11M | Buy |
75,935
+973
| +1% | +$39.8K | 2.68% | 17 |
|
|
2015
Q3 | $3.09M | Buy |
74,962
+2,583
| +4% | +$107K | 2.84% | 17 |
|
|
2015
Q2 | $3.42M | Buy |
72,379
+179
| +0.2% | +$8.47K | 2.99% | 16 |
|
|
2015
Q1 | $3.38M | Sell |
72,200
-977
| -1% | -$45.7K | 2.89% | 17 |
|
|
2014
Q4 | $3.45M | Sell |
73,177
-120
| -0.2% | -$5.65K | 2.9% | 17 |
|
|
2014
Q3 | $3.33M | Buy |
73,297
+945
| +1% | +$42.9K | 2.84% | 19 |
|
|
2014
Q2 | $3.37M | Buy |
72,352
+975
| +1% | +$45.4K | 2.94% | 18 |
|
|
2014
Q1 | $3.4M | Sell |
71,377
-15,438
| -18% | -$735K | 3.22% | 15 |
|
|
2013
Q4 | $4.07M | Buy |
+86,815
| New | +$4.07M | 3.94% | 11 |
|