Summit Global Investments’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 | $3.34M | Buy |
10,438
+5,116
| +96% | +$1.64M | 0.2% | 82 |
|
|
2025
Q1 | $1.84M | Buy |
5,322
+4,425
| +493% | +$1.53M | 0.13% | 92 |
|
|
2024
Q4 | $255K | Sell |
897
-28
| -3% | -$7.96K | 0.02% | 467 |
|
|
2024
Q3 | $260K | Buy |
925
+16
| +2% | +$4.5K | 0.02% | 449 |
|
|
2024
Q2 | $236K | Sell |
909
-30
| -3% | -$7.79K | 0.02% | 453 |
|
|
2024
Q1 | $235K | Buy |
+939
| New | +$235K | 0.02% | 459 |
|
|
2021
Q3 | – | Sell |
-13,494
| Closed | -$1.89M | – | 466 |
|
|
2021
Q2 | $1.89M | Buy |
13,494
+191
| +1% | +$26.8K | 0.11% | 143 |
|
|
2021
Q1 | $1.66M | Sell |
13,303
-306
| -2% | -$38.2K | 0.11% | 148 |
|
|
2020
Q4 | $1.68M | Sell |
13,609
-888
| -6% | -$110K | 0.17% | 106 |
|
|
2020
Q3 | $1.53M | Sell |
14,497
-101
| -0.7% | -$10.7K | 0.16% | 92 |
|
|
2020
Q2 | $1.42M | Buy |
14,598
+37
| +0.3% | +$3.61K | 0.16% | 88 |
|
|
2020
Q1 | $1.19M | Buy |
+14,561
| New | +$1.19M | 0.17% | 80 |
|