ROC
Running Oak Capital’s Arthur J. Gallagher & Co AJG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.6M | Buy |
51,867
+3,166
| +7% | +$1.01M | 1.85% | 28 |
|
2025
Q1 | $16.8M | Sell |
48,701
-21
| -0% | -$7.25K | 2.03% | 3 |
|
2024
Q4 | $13.8M | Buy |
48,722
+3,983
| +9% | +$1.13M | 1.81% | 27 |
|
2024
Q3 | $12.6M | Sell |
44,739
-2,083
| -4% | -$586K | 1.71% | 40 |
|
2024
Q2 | $12.1M | Buy |
46,822
+2,315
| +5% | +$600K | 1.88% | 11 |
|
2024
Q1 | $11.1M | Buy |
44,507
+4,256
| +11% | +$1.06M | 1.78% | 28 |
|
2023
Q4 | $9.05M | Buy |
40,251
+4,387
| +12% | +$987K | 1.78% | 27 |
|
2023
Q3 | $8.17M | Sell |
35,864
-652
| -2% | -$149K | 2.09% | 4 |
|
2023
Q2 | $8.02M | Buy |
36,516
+1,377
| +4% | +$302K | 1.96% | 10 |
|
2023
Q1 | $6.72M | Sell |
35,139
-1,875
| -5% | -$359K | 1.92% | 20 |
|
2022
Q4 | $6.98M | Buy |
37,014
+1,958
| +6% | +$369K | 2.05% | 4 |
|
2022
Q3 | $6M | Buy |
+35,056
| New | +$6M | 2.07% | 4 |
|
2021
Q2 | $356K | Sell |
2,539
-43,201
| -94% | -$6.06M | 0.2% | 39 |
|
2021
Q1 | $5.71M | Buy |
45,740
+342
| +0.8% | +$42.7K | 1.74% | 31 |
|
2020
Q4 | $5.62M | Sell |
45,398
-1,631
| -3% | -$202K | 1.88% | 15 |
|
2020
Q3 | $4.97M | Buy |
47,029
+507
| +1% | +$53.5K | 1.81% | 17 |
|
2020
Q2 | $4.54M | Sell |
46,522
-3,821
| -8% | -$372K | 1.79% | 22 |
|
2020
Q1 | $4.1M | Sell |
50,343
-4,104
| -8% | -$335K | 1.78% | 43 |
|
2019
Q4 | $5.19M | Buy |
+54,447
| New | +$5.19M | 1.77% | 24 |
|