Simplicity Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.56M | Buy |
6,918
+324
| +5% | +$72.9K | 0.04% | 351 |
|
|
2023
Q3 | $1.5M | Sell |
6,594
-1,238
| -16% | -$282K | 0.05% | 335 |
|
|
2023
Q2 | $1.72M | Sell |
7,832
-48
| -0.6% | -$10.5K | 0.05% | 350 |
|
|
2023
Q1 | $1.51M | Buy |
7,880
+2,820
| +56% | +$539K | 0.04% | 385 |
|
|
2022
Q4 | $954K | Buy |
5,060
+1,073
| +27% | +$202K | 0.13% | 197 |
|
|
2022
Q3 | $683K | Sell |
3,987
-324
| -8% | -$55.5K | 0.1% | 251 |
|
|
2022
Q2 | $703K | Buy |
4,311
+1,151
| +36% | +$188K | 0.09% | 237 |
|
|
2022
Q1 | $552K | Sell |
3,160
-2,708
| -46% | -$473K | 0.07% | 291 |
|
|
2021
Q4 | $996K | Buy |
5,868
+3,376
| +135% | +$573K | 0.11% | 219 |
|
|
2021
Q3 | $370K | Buy |
2,492
+616
| +33% | +$91.5K | 0.06% | 346 |
|
|
2021
Q2 | $263K | Buy |
+1,876
| New | +$263K | 0.05% | 424 |
|
|
2017
Q3 | – | Sell |
-18,900
| Closed | -$1.08M | – | 213 |
|
|
2017
Q2 | $1.08M | Buy |
18,900
+769
| +4% | +$44K | 0.13% | 138 |
|
|
2017
Q1 | $1.03M | Buy |
18,131
+1,729
| +11% | +$97.7K | 0.16% | 136 |
|
|
2016
Q4 | $852K | Buy |
+16,402
| New | +$852K | 0.2% | 122 |
|