SWM
Segment Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
43,332
-475
| -1% | -$152K | 0.88% | 43 |
|
|
2025
Q1 | $15.1M | Buy |
43,807
+184
| +0.4% | +$63.5K | 1.02% | 32 |
|
|
2024
Q4 | $12.4M | Buy |
43,623
+659
| +2% | +$187K | 0.84% | 48 |
|
|
2024
Q3 | $12.1M | Buy |
42,964
+75
| +0.2% | +$21.1K | 0.83% | 50 |
|
|
2024
Q2 | $11.1M | Buy |
42,889
+1,359
| +3% | +$352K | 0.82% | 49 |
|
|
2024
Q1 | $10.4M | Buy |
41,530
+1,844
| +5% | +$461K | 0.79% | 47 |
|
|
2023
Q4 | $8.92M | Buy |
39,686
+1,272
| +3% | +$286K | 0.79% | 49 |
|
|
2023
Q3 | $8.76M | Buy |
38,414
+778
| +2% | +$177K | 0.89% | 46 |
|
|
2023
Q2 | $8.26M | Sell |
37,636
-675
| -2% | -$148K | 0.85% | 47 |
|
|
2023
Q1 | $7.33M | Buy |
38,311
+7,463
| +24% | +$1.43M | 0.83% | 48 |
|
|
2022
Q4 | $5.82M | Buy |
30,848
+730
| +2% | +$138K | 0.67% | 54 |
|
|
2022
Q3 | $5.16M | Buy |
30,118
+1,084
| +4% | +$186K | 0.64% | 62 |
|
|
2022
Q2 | $4.73M | Buy |
29,034
+1,839
| +7% | +$300K | 0.6% | 58 |
|
|
2022
Q1 | $4.75M | Buy |
27,195
+1,910
| +8% | +$333K | 0.49% | 69 |
|
|
2021
Q4 | $4.29M | Sell |
25,285
-1
| -0% | -$170 | 0.45% | 70 |
|
|
2021
Q3 | $3.76M | Buy |
25,286
+515
| +2% | +$76.6K | 0.45% | 70 |
|
|
2021
Q2 | $3.47M | Buy |
24,771
+993
| +4% | +$139K | 0.41% | 73 |
|
|
2021
Q1 | $2.97M | Buy |
23,778
+833
| +4% | +$104K | 0.39% | 72 |
|
|
2020
Q4 | $2.84M | Sell |
22,945
-1,395
| -6% | -$173K | 0.41% | 73 |
|
|
2020
Q3 | $2.57M | Buy |
24,340
+400
| +2% | +$42.2K | 0.42% | 72 |
|
|
2020
Q2 | $2.33M | Buy |
23,940
+665
| +3% | +$64.8K | 0.43% | 72 |
|
|
2020
Q1 | $1.9M | Sell |
23,275
-10,591
| -31% | -$863K | 0.42% | 68 |
|
|
2019
Q4 | $3.23M | Buy |
+33,866
| New | +$3.23M | 0.54% | 64 |
|