SIA
Schear Investment Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
6,490
+612
| +10% | +$196K | 1.03% | 29 |
|
|
2025
Q1 | $2.03M | Buy |
5,878
+391
| +7% | +$135K | 1.17% | 23 |
|
|
2024
Q4 | $1.56M | Buy |
5,487
+244
| +5% | +$69.3K | 0.83% | 34 |
|
|
2024
Q3 | $1.48M | Buy |
5,243
+264
| +5% | +$74.3K | 0.91% | 38 |
|
|
2024
Q2 | $1.29M | Buy |
4,979
+206
| +4% | +$53.4K | 0.93% | 37 |
|
|
2024
Q1 | $1.19M | Buy |
4,773
+840
| +21% | +$210K | 0.96% | 33 |
|
|
2023
Q4 | $884K | Buy |
3,933
+65
| +2% | +$14.6K | 0.85% | 41 |
|
|
2023
Q3 | $882K | Sell |
3,868
-85
| -2% | -$19.4K | 0.95% | 39 |
|
|
2023
Q2 | $868K | Buy |
3,953
+1,561
| +65% | +$343K | 0.92% | 40 |
|
|
2023
Q1 | $458K | Buy |
2,392
+542
| +29% | +$104K | 0.55% | 60 |
|
|
2022
Q4 | $349K | Buy |
+1,850
| New | +$349K | 0.43% | 73 |
|