Stratos Wealth 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 | $409K | Buy |
1,277
+119
| +10% | +$38.1K | 0.02% | 482 |
|
2025
Q1 | $400K | Sell |
1,158
-139
| -11% | -$48K | 0.02% | 489 |
|
2024
Q4 | $368K | Buy |
1,297
+9
| +0.7% | +$2.56K | 0.02% | 543 |
|
2024
Q3 | $363K | Buy |
1,288
+67
| +5% | +$18.9K | 0.02% | 576 |
|
2024
Q2 | $317K | Sell |
1,221
-169
| -12% | -$43.8K | 0.02% | 565 |
|
2024
Q1 | $348K | Sell |
1,390
-3,168
| -70% | -$792K | 0.02% | 531 |
|
2023
Q4 | $1.03M | Buy |
4,558
+118
| +3% | +$26.5K | 0.06% | 321 |
|
2023
Q3 | $1.01M | Buy |
4,440
+666
| +18% | +$152K | 0.07% | 300 |
|
2023
Q2 | $829K | Buy |
3,774
+886
| +31% | +$195K | 0.06% | 341 |
|
2023
Q1 | $553K | Sell |
2,888
-173
| -6% | -$33.1K | 0.04% | 400 |
|
2022
Q4 | $577K | Buy |
3,061
+58
| +2% | +$10.9K | 0.05% | 375 |
|
2022
Q3 | $514K | Sell |
3,003
-9
| -0.3% | -$1.54K | 0.05% | 351 |
|
2022
Q2 | $491K | Sell |
3,012
-686
| -19% | -$112K | 0.04% | 368 |
|
2022
Q1 | $646K | Buy |
3,698
+742
| +25% | +$130K | 0.05% | 336 |
|
2021
Q4 | $502K | Buy |
2,956
+71
| +2% | +$12.1K | 0.04% | 392 |
|
2021
Q3 | $429K | Buy |
2,885
+719
| +33% | +$107K | 0.04% | 388 |
|
2021
Q2 | $303K | Buy |
2,166
+4
| +0.2% | +$560 | 0.03% | 439 |
|
2021
Q1 | $270K | Buy |
2,162
+5
| +0.2% | +$624 | 0.03% | 416 |
|
2020
Q4 | $267K | Sell |
2,157
-1,267
| -37% | -$157K | 0.04% | 334 |
|
2020
Q3 | $362K | Buy |
3,424
+1,276
| +59% | +$135K | 0.09% | 224 |
|
2020
Q2 | $209K | Buy |
+2,148
| New | +$209K | 0.06% | 252 |
|