Roundview Capital’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 | $767K | Sell |
2,396
-43
| -2% | -$13.8K | 0.05% | 233 |
|
|
2025
Q1 | $842K | Buy |
2,439
+10
| +0.4% | +$3.45K | 0.06% | 215 |
|
|
2024
Q4 | $689K | Hold |
2,429
| – | – | 0.05% | 246 |
|
|
2024
Q3 | $683K | Buy |
2,429
+33
| +1% | +$9.29K | 0.05% | 249 |
|
|
2024
Q2 | $621K | Hold |
2,396
| – | – | 0.05% | 242 |
|
|
2024
Q1 | $599K | Buy |
2,396
+8
| +0.3% | +$2K | 0.05% | 243 |
|
|
2023
Q4 | $537K | Hold |
2,388
| – | – | 0.05% | 238 |
|
|
2023
Q3 | $544K | Hold |
2,388
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $524K | Hold |
2,388
| – | – | 0.05% | 239 |
|
|
2023
Q1 | $457K | Hold |
2,388
| – | – | 0.05% | 245 |
|
|
2022
Q4 | $450K | Hold |
2,388
| – | – | 0.05% | 235 |
|
|
2022
Q3 | $409K | Hold |
2,388
| – | – | 0.05% | 226 |
|
|
2022
Q2 | $389K | Hold |
2,388
| – | – | 0.05% | 232 |
|
|
2022
Q1 | $417K | Hold |
2,388
| – | – | 0.04% | 238 |
|
|
2021
Q4 | $405K | Hold |
2,388
| – | – | 0.04% | 248 |
|
|
2021
Q3 | $355K | Hold |
2,388
| – | – | 0.04% | 248 |
|
|
2021
Q2 | $335K | Hold |
2,388
| – | – | 0.04% | 243 |
|
|
2021
Q1 | $298K | Hold |
2,388
| – | – | 0.04% | 245 |
|
|
2020
Q4 | $295K | Hold |
2,388
| – | – | 0.04% | 225 |
|
|
2020
Q3 | $252K | Hold |
2,388
| – | – | 0.04% | 224 |
|
|
2020
Q2 | $233K | Buy |
+2,388
| New | +$233K | 0.04% | 223 |
|
|
2020
Q1 | – | Sell |
-2,388
| Closed | -$227K | – | 222 |
|
|
2019
Q4 | $227K | Hold |
2,388
| – | – | 0.04% | 216 |
|
|
2019
Q3 | $214K | Hold |
2,388
| – | – | 0.05% | 216 |
|
|
2019
Q2 | $209K | Buy |
+2,388
| New | +$209K | 0.05% | 214 |
|