Summit Securities Group’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 | $307K | Buy |
+959
| New | +$307K | 0.06% | 93 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$3K | – | 434 |
|
|
2024
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-280
| Closed | -$61K | – | 383 |
|
|
2023
Q2 | $61K | Sell |
280
-135
| -33% | -$29.4K | 0.01% | 254 |
|
|
2023
Q1 | $79K | Buy |
415
+203
| +96% | +$38.6K | 0.01% | 223 |
|
|
2022
Q4 | $40K | Buy |
212
+211
| +21,100% | +$39.8K | ﹤0.01% | 535 |
|
|
2022
Q3 | $0 | Sell |
1
-440
| -100% | – | ﹤0.01% | 688 |
|
|
2022
Q2 | $72K | Buy |
441
+355
| +413% | +$58K | 0.01% | 308 |
|
|
2022
Q1 | $15K | Buy |
+86
| New | +$15K | ﹤0.01% | 526 |
|