Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41
| Closed | -$7K | – | 140 |
|
|
2022
Q1 | $7K | Sell |
41
-7
| -15% | -$1.2K | ﹤0.01% | 428 |
|
|
2021
Q4 | $8K | Buy |
48
+7
| +17% | +$1.17K | ﹤0.01% | 485 |
|
|
2021
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 574 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $4K | Sell |
41
-22
| -35% | -$2.15K | ﹤0.01% | 505 |
|
|
2020
Q1 | $5K | Buy |
63
+27
| +75% | +$2.14K | ﹤0.01% | 407 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 625 |
|
|
2019
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 560 |
|
|
2019
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 558 |
|