SWA
Sutton Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.52K | Buy |
33
+11
| +50% | +$2.51K | ﹤0.01% | 520 |
|
|
2023
Q2 | $4.83K | Hold |
22
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $4.21K | Sell |
22
-5
| -19% | -$957 | ﹤0.01% | 542 |
|
|
2022
Q4 | $5.09K | Hold |
27
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q3 | $4.62K | Hold |
27
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $4.4K | Buy |
27
+5
| +23% | +$815 | ﹤0.01% | 1082 |
|
|
2022
Q1 | $3.84K | Buy |
22
+13
| +144% | +$2.27K | ﹤0.01% | 1114 |
|
|
2021
Q4 | $1.53K | Hold |
9
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q3 | $1.34K | Buy |
9
+2
| +29% | +$297 | ﹤0.01% | 1221 |
|
|
2021
Q2 | $981 | Hold |
7
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q1 | $873 | Sell |
7
-7
| -50% | -$873 | ﹤0.01% | 1207 |
|
|
2020
Q4 | $1.73K | Buy |
14
+9
| +180% | +$1.11K | ﹤0.01% | 1125 |
|
|
2020
Q3 | $528 | Hold |
5
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q2 | $487 | Buy |
+5
| New | +$487 | ﹤0.01% | 1164 |
|
|
2016
Q4 | – | Sell |
-1,478
| Closed | -$75.2K | – | 1060 |
|
|
2016
Q3 | $75.2K | Hold |
1,478
| – | – | 0.07% | 203 |
|
|
2016
Q2 | $70.4K | Hold |
1,478
| – | – | 0.07% | 205 |
|
|
2016
Q1 | $65.7K | Buy |
+1,478
| New | +$65.7K | 0.06% | 212 |
|