Shelton Capital 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 | $562K | Buy |
1,756
+500
| +40% | +$160K | 0.01% | 322 |
|
|
2025
Q1 | $434K | Hold |
1,256
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $357K | Hold |
1,256
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $353K | Hold |
1,256
| – | – | 0.01% | 437 |
|
|
2024
Q2 | $326K | Hold |
1,256
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $314K | Sell |
1,256
-250
| -17% | -$62.5K | 0.01% | 499 |
|
|
2023
Q4 | $339K | Hold |
1,506
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $343K | Hold |
1,506
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $331K | Buy |
1,506
+250
| +20% | +$54.9K | 0.01% | 440 |
|
|
2023
Q1 | $240K | Hold |
1,256
| – | – | 0.01% | 585 |
|
|
2022
Q4 | $237K | Sell |
1,256
-100
| -7% | -$18.9K | 0.02% | 552 |
|
|
2022
Q3 | $232K | Buy |
1,356
+100
| +8% | +$17.1K | 0.01% | 561 |
|
|
2022
Q2 | $205K | Hold |
1,256
| – | – | 0.01% | 659 |
|
|
2022
Q1 | $219K | Hold |
1,256
| – | – | 0.01% | 720 |
|
|
2021
Q4 | $213K | Buy |
+1,256
| New | +$213K | 0.01% | 757 |
|
|
2020
Q2 | – | Sell |
-7,774
| Closed | -$634K | – | 667 |
|
|
2020
Q1 | $634K | Sell |
7,774
-26,000
| -77% | -$2.12M | 0.05% | 253 |
|
|
2019
Q4 | $3.22M | Hold |
33,774
| – | – | 0.18% | 112 |
|
|
2019
Q3 | $3.03M | Hold |
33,774
| – | – | 0.18% | 106 |
|
|
2019
Q2 | $2.96M | Buy |
33,774
+31,136
| +1,180% | +$2.73M | 0.17% | 117 |
|
|
2019
Q1 | $33.8K | Sell |
2,638
-31,136
| -92% | -$399K | 0.13% | 157 |
|
|
2018
Q4 | $2.49M | Hold |
33,774
| – | – | 0.17% | 123 |
|
|
2018
Q3 | $2.51M | Hold |
33,774
| – | – | 0.14% | 137 |
|
|
2018
Q2 | $2.21M | Hold |
33,774
| – | – | 0.14% | 144 |
|
|
2018
Q1 | $2.32M | Hold |
33,774
| – | – | 0.15% | 133 |
|
|
2017
Q4 | $2.14M | Hold |
33,774
| – | – | 0.14% | 142 |
|
|
2017
Q3 | $2.08M | Hold |
33,774
| – | – | 0.14% | 142 |
|
|
2017
Q2 | $1.93M | Hold |
33,774
| – | – | 0.14% | 148 |
|
|
2017
Q1 | $1.91M | Buy |
33,774
+1,374
| +4% | +$77.7K | 0.13% | 139 |
|
|
2016
Q4 | $1.68M | Hold |
32,400
| – | – | 0.13% | 163 |
|
|
2016
Q3 | $1.65M | Sell |
32,400
-15,460
| -32% | -$786K | 0.14% | 141 |
|
|
2016
Q2 | $2.28M | Hold |
47,860
| – | – | 0.2% | 97 |
|
|
2016
Q1 | $2.13M | Hold |
47,860
| – | – | 0.19% | 100 |
|
|
2015
Q4 | $1.96M | Hold |
47,860
| – | – | 0.19% | 105 |
|
|
2015
Q3 | $1.98M | Hold |
47,860
| – | – | 0.22% | 94 |
|
|
2015
Q2 | $2.26M | Hold |
47,860
| – | – | 0.23% | 86 |
|
|
2015
Q1 | $2.24M | Sell |
47,860
-931
| -2% | -$43.5K | 0.24% | 87 |
|
|
2014
Q4 | $2.3M | Sell |
48,791
-847
| -2% | -$39.9K | 0.27% | 81 |
|
|
2014
Q3 | $2.25M | Buy |
49,638
+3,238
| +7% | +$147K | 0.3% | 68 |
|
|
2014
Q2 | $2.16M | Hold |
46,400
| – | – | 0.3% | 73 |
|
|
2014
Q1 | $2.21M | Hold |
46,400
| – | – | 0.32% | 66 |
|
|
2013
Q4 | $2.18M | Hold |
46,400
| – | – | 0.33% | 63 |
|
|
2013
Q3 | $2.03M | Hold |
46,400
| – | – | 0.34% | 68 |
|
|
2013
Q2 | $2.03M | Buy |
+46,400
| New | +$2.03M | 0.37% | 62 |
|