SteelPeak Wealth’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 | $612K | Buy |
1,912
+440
| +30% | +$141K | 0.02% | 327 |
|
|
2025
Q1 | $508K | Sell |
1,472
-5
| -0.3% | -$1.73K | 0.02% | 328 |
|
|
2024
Q4 | $419K | Buy |
1,477
+104
| +8% | +$29.5K | 0.02% | 341 |
|
|
2024
Q3 | $386K | Buy |
1,373
+265
| +24% | +$74.6K | 0.02% | 344 |
|
|
2024
Q2 | $287K | Sell |
1,108
-45
| -4% | -$11.7K | 0.01% | 366 |
|
|
2024
Q1 | $288K | Sell |
1,153
-9
| -0.8% | -$2.25K | 0.01% | 352 |
|
|
2023
Q4 | $261K | Sell |
1,162
-41
| -3% | -$9.22K | 0.02% | 338 |
|
|
2023
Q3 | $274K | Buy |
1,203
+41
| +4% | +$9.35K | 0.02% | 329 |
|
|
2023
Q2 | $255K | Buy |
+1,162
| New | +$255K | 0.02% | 344 |
|
|
2022
Q2 | – | Sell |
-1,173
| Closed | -$205K | – | 389 |
|
|
2022
Q1 | $205K | Sell |
1,173
-111
| -9% | -$19.4K | 0.01% | 379 |
|
|
2021
Q4 | $218K | Buy |
+1,284
| New | +$218K | 0.01% | 359 |
|