Roble Belko & Company’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
$329K Hold
1,029
0.05% 92
2025
Q1
$355K Sell
1,029
-73
-7% -$25.2K 0.06% 86
2024
Q4
$313K Hold
1,102
0.05% 91
2024
Q3
$310K Sell
1,102
-21
-2% -$5.91K 0.05% 87
2024
Q2
$291K Hold
1,123
0.05% 88
2024
Q1
$281K Sell
1,123
-62
-5% -$15.5K 0.05% 87
2023
Q4
$266K Buy
1,185
+23
+2% +$5.16K 0.05% 78
2023
Q3
$265K Hold
1,162
0.05% 77
2023
Q2
$255K Hold
1,162
0.05% 76
2023
Q1
$222K Sell
1,162
-135
-10% -$25.8K 0.05% 89
2022
Q4
$245K Sell
1,297
-25
-2% -$4.72K 0.05% 85
2022
Q3
$226K Sell
1,322
-103
-7% -$17.6K 0.05% 82
2022
Q2
$232K Sell
1,425
-290
-17% -$47.2K 0.05% 89
2022
Q1
$299K Sell
1,715
-54
-3% -$9.42K 0.06% 78
2021
Q4
$300K Buy
1,769
+101
+6% +$17.1K 0.06% 77
2021
Q3
$248K Buy
+1,668
New +$248K 0.05% 83