RWM
Ritholtz Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
9,835
+747
| +8% | +$239K | 0.07% | 192 |
|
|
2025
Q1 | $3.14M | Buy |
9,088
+514
| +6% | +$177K | 0.09% | 158 |
|
|
2024
Q4 | $2.43M | Sell |
8,574
-212
| -2% | -$60.2K | 0.07% | 192 |
|
|
2024
Q3 | $2.47M | Buy |
8,786
+39
| +0.4% | +$11K | 0.07% | 187 |
|
|
2024
Q2 | $2.27M | Sell |
8,747
-9
| -0.1% | -$2.33K | 0.07% | 178 |
|
|
2024
Q1 | $2.19M | Buy |
8,756
+98
| +1% | +$24.5K | 0.08% | 182 |
|
|
2023
Q4 | $1.95M | Buy |
8,658
+110
| +1% | +$24.7K | 0.08% | 171 |
|
|
2023
Q3 | $1.95M | Buy |
8,548
+51
| +0.6% | +$11.6K | 0.09% | 149 |
|
|
2023
Q2 | $1.87M | Buy |
8,497
+91
| +1% | +$20K | 0.08% | 150 |
|
|
2023
Q1 | $1.61M | Buy |
+8,406
| New | +$1.61M | 0.08% | 159 |
|
|
2022
Q4 | – | Sell |
-1,259
| Closed | -$216K | – | 579 |
|
|
2022
Q3 | $216K | Buy |
+1,259
| New | +$216K | 0.01% | 637 |
|