TCI Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-104
| Closed | -$19.9K | – | 265 |
|
|
2023
Q1 | $19.9K | Buy |
104
+18
| +21% | +$3.42K | ﹤0.01% | 709 |
|
|
2022
Q4 | $16.2K | Hold |
86
| – | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $15K | Buy |
86
+5
| +6% | +$888 | ﹤0.01% | 787 |
|
|
2022
Q2 | $13K | Hold |
81
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $14K | Hold |
81
| – | – | ﹤0.01% | 862 |
|
|
2021
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $12K | Buy |
81
+30
| +59% | +$4.29K | ﹤0.01% | 955 |
|
|
2021
Q2 | $7K | Buy |
51
+8
| +19% | +$1.13K | ﹤0.01% | 1174 |
|
|
2021
Q1 | $5K | Buy |
+43
| New | +$5.19K | ﹤0.01% | 1212 |
|
|
2020
Q2 | – | Sell |
-157
| Closed | -$13K | – | 1441 |
|
|
2020
Q1 | $13K | Buy |
+157
| New | +$15K | 0.01% | 516 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 1519 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1484 |
|
|
2019
Q2 | $0 | Sell |
4
-44
| -92% | -$3.67K | ﹤0.01% | 1404 |
|
|
2019
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 824 |
|
|
2018
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 799 |
|
|
2018
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 825 |
|
|
2018
Q2 | $3K | Buy |
48
+4
| +9% | +$271 | ﹤0.01% | 911 |
|
|
2018
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 829 |
|
|
2017
Q4 | $3K | Sell |
44
-1,111
| -96% | -$71K | ﹤0.01% | 879 |
|
|
2017
Q3 | $71K | Buy |
1,155
+1,075
| +1,344% | +$63.2K | 0.03% | 263 |
|
|
2017
Q2 | $5K | Buy |
+80
| New | +$4.52K | ﹤0.01% | 738 |
|
Other funds holding AJG
