Sound Income Strategies’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 | $4.8K | Buy |
15
+5
| +50% | +$1.6K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $3.45K | Buy |
10
+7
| +233% | +$2.42K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $852 | Sell |
3
-17
| -85% | -$4.83K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $5.63K | Buy |
+20
| New | +$5.63K | ﹤0.01% | 933 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$1.89K | – | 1059 |
|
|
2022
Q4 | $1.89K | Buy |
10
+6
| +150% | +$1.13K | ﹤0.01% | 777 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 755 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 766 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 839 |
|
|
2021
Q3 | $0 | Sell |
2
-22
| -92% | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $3K | Sell |
24
-61
| -72% | -$7.63K | ﹤0.01% | 655 |
|
|
2021
Q1 | $10.6K | Sell |
85
-4
| -4% | -$499 | ﹤0.01% | 475 |
|
|
2020
Q4 | $11K | Hold |
89
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $9K | Buy |
89
+61
| +218% | +$6.17K | ﹤0.01% | 424 |
|
|
2020
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 562 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 508 |
|
|
2019
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 471 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 538 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 534 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 466 |
|
|
2017
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 392 |
|