Sequoia Financial Advisors’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 | $39M | Buy |
121,783
+4,992
| +4% | +$1.6M | 0.27% | 76 |
|
|
2025
Q1 | $40.3M | Buy |
116,791
+36,113
| +45% | +$12.5M | 0.31% | 72 |
|
|
2024
Q4 | $22.9M | Buy |
80,678
+15,340
| +23% | +$4.35M | 0.22% | 97 |
|
|
2024
Q3 | $18.4M | Buy |
65,338
+17,894
| +38% | +$5.03M | 0.2% | 103 |
|
|
2024
Q2 | $12.3M | Buy |
47,444
+4,258
| +10% | +$1.1M | 0.15% | 120 |
|
|
2024
Q1 | $10.8M | Sell |
43,186
-7,088
| -14% | -$1.77M | 0.13% | 135 |
|
|
2023
Q4 | $11.3M | Buy |
50,274
+46,424
| +1,206% | +$10.4M | 0.14% | 134 |
|
|
2023
Q3 | $878K | Buy |
3,850
+66
| +2% | +$15K | 0.02% | 368 |
|
|
2023
Q2 | $831K | Buy |
3,784
+72
| +2% | +$15.8K | 0.01% | 388 |
|
|
2023
Q1 | $710K | Sell |
3,712
-91
| -2% | -$17.4K | 0.02% | 380 |
|
|
2022
Q4 | $717K | Buy |
3,803
+536
| +16% | +$101K | 0.02% | 360 |
|
|
2022
Q3 | $559K | Sell |
3,267
-371
| -10% | -$63.5K | 0.02% | 281 |
|
|
2022
Q2 | $593K | Buy |
3,638
+1,106
| +44% | +$180K | 0.02% | 297 |
|
|
2022
Q1 | $442K | Buy |
2,532
+693
| +38% | +$121K | 0.01% | 385 |
|
|
2021
Q4 | $312K | Buy |
+1,839
| New | +$312K | 0.01% | 437 |
|
|
2021
Q3 | – | Sell |
-2,214
| Closed | -$310K | – | 263 |
|
|
2021
Q2 | $310K | Sell |
2,214
-23
| -1% | -$3.22K | 0.01% | 368 |
|
|
2021
Q1 | $279K | Buy |
+2,237
| New | +$279K | 0.01% | 349 |
|