TPCW
TD Private Client Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
15,934
-3,614
| -18% | -$1.16M | 0.13% | 118 |
|
|
2025
Q1 | $6.75M | Sell |
19,548
-188
| -1% | -$64.9K | 0.19% | 89 |
|
|
2024
Q4 | $5.6M | Buy |
19,736
+592
| +3% | +$168K | 0.16% | 97 |
|
|
2024
Q3 | $5.39M | Sell |
19,144
-581
| -3% | -$163K | 0.15% | 99 |
|
|
2024
Q2 | $5.11M | Buy |
19,725
+548
| +3% | +$142K | 0.16% | 96 |
|
|
2024
Q1 | $4.8M | Buy |
19,177
+1,625
| +9% | +$406K | 0.16% | 113 |
|
|
2023
Q4 | $3.95M | Buy |
17,552
+1,561
| +10% | +$351K | 0.14% | 125 |
|
|
2023
Q3 | $3.65M | Sell |
15,991
-13,950
| -47% | -$3.18M | 0.16% | 134 |
|
|
2023
Q2 | $6.57M | Sell |
29,941
-2,055
| -6% | -$451K | 0.28% | 69 |
|
|
2023
Q1 | $6.12M | Buy |
31,996
+2,881
| +10% | +$551K | 0.27% | 81 |
|
|
2022
Q4 | $5.49M | Sell |
29,115
-57
| -0.2% | -$10.7K | 0.26% | 88 |
|
|
2022
Q3 | $5M | Buy |
29,172
+395
| +1% | +$67.6K | 0.26% | 87 |
|
|
2022
Q2 | $4.69M | Buy |
28,777
+68
| +0.2% | +$11.1K | 0.23% | 99 |
|
|
2022
Q1 | $5.02M | Sell |
28,709
-818
| -3% | -$143K | 0.21% | 107 |
|
|
2021
Q4 | $5.01M | Buy |
29,527
+11,839
| +67% | +$2.01M | 0.21% | 105 |
|
|
2021
Q3 | $2.63M | Sell |
17,688
-550
| -3% | -$81.8K | 0.11% | 184 |
|
|
2021
Q2 | $2.55M | Sell |
18,238
-1,609
| -8% | -$225K | 0.11% | 195 |
|
|
2021
Q1 | $2.48M | Buy |
19,847
+1,125
| +6% | +$140K | 0.12% | 188 |
|
|
2020
Q4 | $2.32M | Buy |
18,722
+2,718
| +17% | +$336K | 0.12% | 185 |
|
|
2020
Q3 | $1.69M | Buy |
16,004
+7,176
| +81% | +$758K | 0.09% | 215 |
|
|
2020
Q2 | $861K | Sell |
8,828
-2,938
| -25% | -$286K | 0.05% | 301 |
|
|
2020
Q1 | $959K | Sell |
11,766
-140
| -1% | -$11.4K | 0.07% | 230 |
|
|
2019
Q4 | $1.13M | Buy |
+11,906
| New | +$1.13M | 0.07% | 255 |
|