Schubert & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-76
| Closed | -$14.5K | – | 79 |
|
|
2023
Q1 | $14.5K | Sell |
76
-5
| -6% | -$957 | 0.01% | 168 |
|
|
2022
Q4 | $15.3K | Sell |
81
-2
| -2% | -$377 | 0.01% | 142 |
|
|
2022
Q3 | $14K | Buy |
83
+7
| +9% | +$1.18K | 0.01% | 136 |
|
|
2022
Q2 | $12K | Buy |
76
+27
| +55% | +$4.26K | 0.01% | 151 |
|
|
2022
Q1 | $9K | Buy |
49
+38
| +345% | +$6.98K | 0.01% | 118 |
|
|
2021
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 290 |
|