Stratos Wealth Partners’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 | $7.43M | Sell |
23,225
-400
| -2% | -$128K | 0.1% | 208 |
|
|
2025
Q1 | $8.16M | Buy |
23,625
+792
| +3% | +$273K | 0.12% | 172 |
|
|
2024
Q4 | $6.48M | Buy |
22,833
+1,980
| +9% | +$562K | 0.09% | 219 |
|
|
2024
Q3 | $5.87M | Buy |
20,853
+936
| +5% | +$263K | 0.08% | 238 |
|
|
2024
Q2 | $5.16M | Buy |
19,917
+198
| +1% | +$51.3K | 0.08% | 239 |
|
|
2024
Q1 | $4.93M | Buy |
19,719
+89
| +0.5% | +$22.3K | 0.08% | 247 |
|
|
2023
Q4 | $4.41M | Buy |
19,630
+39
| +0.2% | +$8.77K | 0.08% | 245 |
|
|
2023
Q3 | $4.47M | Buy |
19,591
+716
| +4% | +$163K | 0.1% | 217 |
|
|
2023
Q2 | $4.14M | Sell |
18,875
-1,049
| -5% | -$230K | 0.09% | 222 |
|
|
2023
Q1 | $3.81M | Buy |
19,924
+379
| +2% | +$72.5K | 0.1% | 201 |
|
|
2022
Q4 | $3.69M | Sell |
19,545
-204
| -1% | -$38.5K | 0.09% | 217 |
|
|
2022
Q3 | $3.38M | Sell |
19,749
-1,902
| -9% | -$326K | 0.09% | 217 |
|
|
2022
Q2 | $3.53M | Sell |
21,651
-280
| -1% | -$45.7K | 0.09% | 217 |
|
|
2022
Q1 | $3.83M | Sell |
21,931
-23,944
| -52% | -$4.18M | 0.09% | 221 |
|
|
2021
Q4 | $7.78M | Buy |
45,875
+857
| +2% | +$145K | 0.17% | 123 |
|
|
2021
Q3 | $6.69M | Buy |
45,018
+517
| +1% | +$76.9K | 0.17% | 126 |
|
|
2021
Q2 | $6.23M | Sell |
44,501
-617
| -1% | -$86.4K | 0.16% | 142 |
|
|
2021
Q1 | $5.63M | Sell |
45,118
-3,900
| -8% | -$487K | 0.16% | 142 |
|
|
2020
Q4 | $6.06M | Sell |
49,018
-503
| -1% | -$62.2K | 0.18% | 128 |
|
|
2020
Q3 | $5.23M | Buy |
49,521
+1,799
| +4% | +$190K | 0.17% | 140 |
|
|
2020
Q2 | $4.65M | Buy |
47,722
+9,586
| +25% | +$934K | 0.17% | 141 |
|
|
2020
Q1 | $3.11M | Sell |
38,136
-14,269
| -27% | -$1.16M | 0.14% | 147 |
|
|
2019
Q4 | $4.99M | Buy |
52,405
+413
| +0.8% | +$39.3K | 0.2% | 117 |
|
|
2019
Q3 | $4.66M | Buy |
51,992
+348
| +0.7% | +$31.2K | 0.2% | 110 |
|
|
2019
Q2 | $4.52M | Buy |
51,644
+1,297
| +3% | +$114K | 0.2% | 108 |
|
|
2019
Q1 | $3.93M | Buy |
50,347
+1,412
| +3% | +$110K | 0.18% | 126 |
|
|
2018
Q4 | $3.61M | Buy |
48,935
+8,872
| +22% | +$654K | 0.19% | 117 |
|
|
2018
Q3 | $2.98M | Buy |
40,063
+1,210
| +3% | +$90.1K | 0.13% | 160 |
|
|
2018
Q2 | $2.54M | Sell |
38,853
-15,058
| -28% | -$983K | 0.11% | 199 |
|
|
2018
Q1 | $3.71M | Buy |
53,911
+15,122
| +39% | +$1.04M | 0.16% | 137 |
|
|
2017
Q4 | $2.46M | Buy |
38,789
+34
| +0.1% | +$2.15K | 0.11% | 198 |
|
|
2017
Q3 | $2.39M | Sell |
38,755
-23
| -0.1% | -$1.42K | 0.11% | 192 |
|
|
2017
Q2 | $2.22M | Buy |
38,778
+1,623
| +4% | +$92.9K | 0.11% | 179 |
|
|
2017
Q1 | $2.1M | Buy |
37,155
+2,372
| +7% | +$134K | 0.12% | 168 |
|
|
2016
Q4 | $1.81M | Buy |
34,783
+680
| +2% | +$35.3K | 0.11% | 180 |
|
|
2016
Q3 | $1.74M | Buy |
34,103
+4,054
| +13% | +$206K | 0.12% | 164 |
|
|
2016
Q2 | $1.43M | Buy |
30,049
+7,116
| +31% | +$339K | 0.11% | 179 |
|
|
2016
Q1 | $1.02M | Buy |
+22,933
| New | +$1.02M | 0.09% | 185 |
|