Successful Portfolios’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 | $389K | Sell |
1,216
-4
| -0.3% | -$1.28K | 0.24% | 88 |
|
|
2025
Q1 | $421K | Sell |
1,220
-17
| -1% | -$5.87K | 0.29% | 78 |
|
|
2024
Q4 | $351K | Sell |
1,237
-5
| -0.4% | -$1.42K | 0.24% | 86 |
|
|
2024
Q3 | $350K | Sell |
1,242
-2
| -0.2% | -$563 | 0.24% | 89 |
|
|
2024
Q2 | $323K | Sell |
1,244
-469
| -27% | -$122K | 0.23% | 94 |
|
|
2024
Q1 | $428K | Sell |
1,713
-7
| -0.4% | -$1.75K | 0.29% | 76 |
|
|
2023
Q4 | $387K | Sell |
1,720
-3
| -0.2% | -$675 | 0.29% | 79 |
|
|
2023
Q3 | $393K | Sell |
1,723
-4
| -0.2% | -$912 | 0.35% | 69 |
|
|
2023
Q2 | $379K | Sell |
1,727
-94
| -5% | -$20.6K | 0.33% | 71 |
|
|
2023
Q1 | $348K | Sell |
1,821
-2
| -0.1% | -$383 | 0.22% | 115 |
|
|
2022
Q4 | $344K | Sell |
1,823
-3
| -0.2% | -$566 | 0.22% | 117 |
|
|
2022
Q3 | $313K | Sell |
1,826
-22
| -1% | -$3.77K | 0.23% | 113 |
|
|
2022
Q2 | $301K | Sell |
1,848
-2
| -0.1% | -$326 | 0.2% | 127 |
|
|
2022
Q1 | $323K | Sell |
1,850
-9
| -0.5% | -$1.57K | 0.18% | 139 |
|
|
2021
Q4 | $315K | Hold |
1,859
| – | – | 0.17% | 139 |
|
|
2021
Q3 | $276K | Hold |
1,859
| – | – | 0.16% | 149 |
|
|
2021
Q2 | $260K | Hold |
1,859
| – | – | 0.16% | 159 |
|
|
2021
Q1 | $232K | Sell |
1,859
-11
| -0.6% | -$1.37K | 0.15% | 166 |
|
|
2020
Q4 | $231K | Sell |
1,870
-62
| -3% | -$7.66K | 0.17% | 150 |
|
|
2020
Q3 | $204K | Buy |
+1,932
| New | +$204K | 0.16% | 155 |
|