Tilia Fiduciary Partners’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 | $3.27M | Buy |
10,213
+121
| +1% | +$38.7K | 2% | 9 |
|
|
2025
Q1 | $3.48M | Sell |
10,092
-77
| -0.8% | -$26.6K | 2.32% | 7 |
|
|
2024
Q4 | $2.89M | Buy |
10,169
+372
| +4% | +$106K | 1.97% | 10 |
|
|
2024
Q3 | $2.76M | Buy |
9,797
+198
| +2% | +$55.7K | 1.91% | 15 |
|
|
2024
Q2 | $2.49M | Buy |
9,599
+516
| +6% | +$134K | 1.95% | 13 |
|
|
2024
Q1 | $2.27M | Buy |
9,083
+536
| +6% | +$134K | 1.84% | 14 |
|
|
2023
Q4 | $1.92M | Buy |
8,547
+270
| +3% | +$60.7K | 1.79% | 15 |
|
|
2023
Q3 | $1.89M | Buy |
8,277
+340
| +4% | +$77.5K | 1.96% | 9 |
|
|
2023
Q2 | $1.74M | Buy |
7,937
+897
| +13% | +$197K | 1.56% | 13 |
|
|
2023
Q1 | $1.35M | Buy |
7,040
+389
| +6% | +$74.4K | 1.28% | 23 |
|
|
2022
Q4 | $1.25M | Buy |
6,651
+463
| +7% | +$87.3K | 1.21% | 25 |
|
|
2022
Q3 | $1.09M | Buy |
6,188
+469
| +8% | +$82.6K | 1.1% | 26 |
|
|
2022
Q2 | $943K | Buy |
5,719
+346
| +6% | +$57.1K | 0.9% | 34 |
|
|
2022
Q1 | $938K | Buy |
5,373
+163
| +3% | +$28.5K | 0.8% | 43 |
|
|
2021
Q4 | $884K | Buy |
+5,210
| New | +$884K | 0.71% | 47 |
|