SeaCrest Wealth Management’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 | $494K | Buy |
1,542
+34
| +2% | +$10.9K | 0.05% | 315 |
|
|
2025
Q1 | $521K | Buy |
1,508
+232
| +18% | +$80.1K | 0.06% | 321 |
|
|
2024
Q4 | $362K | Buy |
1,276
+142
| +13% | +$40.3K | 0.04% | 437 |
|
|
2024
Q3 | $319K | Sell |
1,134
-7
| -0.6% | -$1.97K | 0.03% | 473 |
|
|
2024
Q2 | $296K | Buy |
1,141
+14
| +1% | +$3.63K | 0.03% | 464 |
|
|
2024
Q1 | $282K | Buy |
1,127
+16
| +1% | +$4K | 0.03% | 461 |
|
|
2023
Q4 | $250K | Buy |
1,111
+10
| +0.9% | +$2.25K | 0.03% | 514 |
|
|
2023
Q3 | $251K | Buy |
1,101
+4
| +0.4% | +$912 | 0.03% | 506 |
|
|
2023
Q2 | $241K | Buy |
1,097
+20
| +2% | +$4.39K | 0.03% | 525 |
|
|
2023
Q1 | $206K | Buy |
1,077
+8
| +0.7% | +$1.53K | 0.03% | 580 |
|
|
2022
Q4 | $202K | Buy |
+1,069
| New | +$202K | 0.03% | 568 |
|
|
2022
Q3 | – | Sell |
-1,063
| Closed | -$173K | – | 647 |
|
|
2022
Q2 | $173K | Buy |
+1,063
| New | +$173K | 0.02% | 659 |
|
|
2019
Q2 | – | Sell |
-1,076
| Closed | -$84K | – | 557 |
|
|
2019
Q1 | $84K | Buy |
1,076
+7
| +0.7% | +$546 | 0.01% | 758 |
|
|
2018
Q4 | $79K | Buy |
1,069
+9
| +0.8% | +$665 | 0.02% | 743 |
|
|
2018
Q3 | $79K | Buy |
1,060
+900
| +563% | +$67.1K | 0.01% | 833 |
|
|
2018
Q2 | $10K | Hold |
160
| – | – | ﹤0.01% | 1601 |
|
|
2018
Q1 | $11K | Hold |
160
| – | – | ﹤0.01% | 1535 |
|
|
2017
Q4 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 1582 |
|