Simon Quick 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 | $679K | Buy |
2,122
+519
| +32% | +$166K | 0.03% | 344 |
|
|
2025
Q1 | $553K | Buy |
1,603
+798
| +99% | +$276K | 0.03% | 279 |
|
|
2024
Q4 | $229K | Buy |
+805
| New | +$229K | 0.01% | 411 |
|
|
2020
Q3 | – | Sell |
-73
| Closed | -$7K | – | 444 |
|
|
2020
Q2 | $7K | Hold |
73
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $6K | Buy |
73
+45
| +161% | +$3.7K | ﹤0.01% | 334 |
|
|
2019
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 529 |
|