Rothschild Investment LLC’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 | $546K | Sell |
1,706
-35
| -2% | -$11.2K | 0.03% | 323 |
|
|
2025
Q1 | $601K | Sell |
1,741
-64
| -4% | -$22.1K | 0.04% | 298 |
|
|
2024
Q4 | $512K | Sell |
1,805
-725
| -29% | -$206K | 0.03% | 336 |
|
|
2024
Q3 | $712K | Sell |
2,530
-514
| -17% | -$145K | 0.05% | 290 |
|
|
2024
Q2 | $789K | Sell |
3,044
-262
| -8% | -$67.9K | 0.06% | 264 |
|
|
2024
Q1 | $827K | Buy |
3,306
+9
| +0.3% | +$2.25K | 0.06% | 258 |
|
|
2023
Q4 | $741K | Sell |
3,297
-38
| -1% | -$8.55K | 0.06% | 235 |
|
|
2023
Q3 | $760K | Sell |
3,335
-6
| -0.2% | -$1.37K | 0.06% | 249 |
|
|
2023
Q2 | $734K | Buy |
3,341
+388
| +13% | +$85.2K | 0.06% | 255 |
|
|
2023
Q1 | $565K | Buy |
2,953
+1
| +0% | +$191 | 0.05% | 284 |
|
|
2022
Q4 | $557K | Buy |
2,952
+1
| +0% | +$189 | 0.05% | 279 |
|
|
2022
Q3 | $505K | Hold |
2,951
| – | – | 0.05% | 277 |
|
|
2022
Q2 | $481K | Hold |
2,951
| – | – | 0.04% | 302 |
|
|
2022
Q1 | $515K | Hold |
2,951
| – | – | 0.04% | 318 |
|
|
2021
Q4 | $501K | Sell |
2,951
-1,050
| -26% | -$178K | 0.04% | 330 |
|
|
2021
Q3 | $595K | Hold |
4,001
| – | – | 0.05% | 282 |
|
|
2021
Q2 | $560K | Hold |
4,001
| – | – | 0.04% | 306 |
|
|
2021
Q1 | $499K | Hold |
4,001
| – | – | 0.04% | 309 |
|
|
2020
Q4 | $495K | Buy |
+4,001
| New | +$495K | 0.05% | 287 |
|
|
2020
Q2 | – | Sell |
-30,001
| Closed | -$2.45M | – | 424 |
|
|
2020
Q1 | $2.45M | Hold |
30,001
| – | – | 0.32% | 83 |
|
|
2019
Q4 | $2.86M | Sell |
30,001
-5,000
| -14% | -$476K | 0.28% | 99 |
|
|
2019
Q3 | $3.14M | Buy |
35,001
+5,000
| +17% | +$448K | 0.37% | 80 |
|
|
2019
Q2 | $2.63M | Buy |
30,001
+15,000
| +100% | +$1.31M | 0.31% | 93 |
|
|
2019
Q1 | $1.17M | Buy |
+15,001
| New | +$1.17M | 0.14% | 156 |
|