Signature Estate & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,331
| Closed | -$1.64M | – | 522 |
|
|
2024
Q2 | $1.64M | Buy |
6,331
+48
| +0.8% | +$12.4K | 0.04% | 146 |
|
|
2024
Q1 | $1.57M | Sell |
6,283
-55
| -0.9% | -$13.8K | 0.04% | 80 |
|
|
2023
Q4 | $1.43M | Sell |
6,338
-725
| -10% | -$163K | 0.04% | 85 |
|
|
2023
Q3 | $1.61M | Sell |
7,063
-32
| -0.5% | -$7.29K | 0.05% | 79 |
|
|
2023
Q2 | $1.56M | Buy |
7,095
+55
| +0.8% | +$12.1K | 0.05% | 81 |
|
|
2023
Q1 | $1.35M | Buy |
7,040
+84
| +1% | +$16.1K | 0.05% | 84 |
|
|
2022
Q4 | $1.31M | Hold |
6,956
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $1.19M | Hold |
6,956
| – | – | 0.06% | 82 |
|
|
2022
Q2 | $1.13M | Hold |
6,956
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $1.21M | Hold |
6,956
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $1.18M | Hold |
6,956
| – | – | 0.05% | 90 |
|
|
2021
Q3 | $1.03M | Buy |
6,956
+2,820
| +68% | +$419K | 0.05% | 88 |
|
|
2021
Q2 | $579K | Buy |
4,136
+2,270
| +122% | +$318K | 0.03% | 107 |
|
|
2021
Q1 | $232K | Sell |
1,866
-150
| -7% | -$18.7K | 0.01% | 151 |
|
|
2020
Q4 | $250K | Buy |
2,016
+16
| +0.8% | +$1.98K | 0.01% | 141 |
|
|
2020
Q3 | $211K | Sell |
2,000
-972
| -33% | -$103K | 0.01% | 143 |
|
|
2020
Q2 | $290K | Buy |
2,972
+185
| +7% | +$18.1K | 0.02% | 122 |
|
|
2020
Q1 | $227K | Sell |
2,787
-150
| -5% | -$12.2K | 0.02% | 120 |
|
|
2019
Q4 | $279K | Hold |
2,937
| – | – | 0.02% | 138 |
|
|
2019
Q3 | $263K | Hold |
2,937
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $257K | Hold |
2,937
| – | – | 0.02% | 135 |
|
|
2019
Q1 | $230K | Hold |
2,937
| – | – | 0.02% | 146 |
|
|
2018
Q4 | $216K | Sell |
2,937
-439
| -13% | -$32.3K | 0.02% | 140 |
|
|
2018
Q3 | $251K | Sell |
3,376
-2,124
| -39% | -$158K | 0.02% | 113 |
|
|
2018
Q2 | $359K | Buy |
+5,500
| New | +$359K | 0.03% | 116 |
|