River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
1,381
-18
| -1% | -$5.76K | 0.06% | 160 |
|
|
2025
Q1 | $483K | Sell |
1,399
-27
| -2% | -$9.32K | 0.07% | 148 |
|
|
2024
Q4 | $405K | Sell |
1,426
-34
| -2% | -$9.65K | 0.05% | 167 |
|
|
2024
Q3 | $411K | Buy |
1,460
+24
| +2% | +$6.75K | 0.05% | 160 |
|
|
2024
Q2 | $372K | Sell |
1,436
-90
| -6% | -$23.3K | 0.05% | 158 |
|
|
2024
Q1 | $382K | Sell |
1,526
-51
| -3% | -$12.8K | 0.06% | 157 |
|
|
2023
Q4 | $355K | Sell |
1,577
-47
| -3% | -$10.6K | 0.06% | 163 |
|
|
2023
Q3 | $370K | Sell |
1,624
-235
| -13% | -$53.6K | 0.07% | 153 |
|
|
2023
Q2 | $408K | Sell |
1,859
-3
| -0.2% | -$659 | 0.07% | 160 |
|
|
2023
Q1 | $356K | Buy |
1,862
+184
| +11% | +$35.2K | 0.06% | 168 |
|
|
2022
Q4 | $316K | Buy |
1,678
+10
| +0.6% | +$1.89K | 0.06% | 177 |
|
|
2022
Q3 | $286K | Buy |
1,668
+11
| +0.7% | +$1.89K | 0.06% | 174 |
|
|
2022
Q2 | $270K | Buy |
1,657
+15
| +0.9% | +$2.44K | 0.05% | 191 |
|
|
2022
Q1 | $287K | Buy |
1,642
+8
| +0.5% | +$1.4K | 0.05% | 193 |
|
|
2021
Q4 | $277K | Buy |
1,634
+96
| +6% | +$16.3K | 0.04% | 199 |
|
|
2021
Q3 | $229K | Sell |
1,538
-159
| -9% | -$23.7K | 0.04% | 205 |
|
|
2021
Q2 | $238K | Buy |
1,697
+69
| +4% | +$9.68K | 0.04% | 197 |
|
|
2021
Q1 | $203K | Sell |
1,628
-39
| -2% | -$4.86K | 0.04% | 206 |
|
|
2020
Q4 | $206K | Buy |
+1,667
| New | +$206K | 0.04% | 198 |
|
|
2019
Q1 | – | Sell |
-546
| Closed | -$40K | – | 161 |
|
|
2018
Q4 | $40K | Hold |
546
| – | – | 0.02% | 269 |
|
|
2018
Q3 | $41K | Buy |
546
+182
| +50% | +$13.7K | 0.02% | 297 |
|
|
2018
Q2 | $24K | Buy |
+364
| New | +$24K | 0.01% | 336 |
|