Summit Trail 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 | $984K | Buy |
+3,074
| New | +$984K | 0.02% | 488 |
|
|
2024
Q4 | – | Sell |
-874
| Closed | -$246K | – | 407 |
|
|
2024
Q3 | $246K | Buy |
874
+73
| +9% | +$20.5K | 0.01% | 610 |
|
|
2024
Q2 | $208K | Buy |
+801
| New | +$208K | 0.01% | 585 |
|
|
2018
Q1 | – | Sell |
-311
| Closed | -$20K | – | 454 |
|
|
2017
Q4 | $20K | Buy |
+311
| New | +$20K | ﹤0.01% | 1038 |
|