Transamerica Financial Advisors’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 | $4.84M | Sell |
15,125
-3,843
| -20% | -$1.23M | 0.45% | 53 |
|
|
2025
Q1 | $6.55M | Sell |
18,968
-221
| -1% | -$76.3K | 0.67% | 32 |
|
|
2024
Q4 | $5.45M | Sell |
19,189
-512
| -3% | -$145K | 0.54% | 45 |
|
|
2024
Q3 | $5.54M | Buy |
19,701
+5,090
| +35% | +$1.43M | 0.54% | 43 |
|
|
2024
Q2 | $3.79M | Hold |
14,611
| – | – | 0.4% | 72 |
|
|
2024
Q1 | $3.65M | Buy |
14,611
+13,275
| +994% | +$3.32M | 0.37% | 79 |
|
|
2023
Q4 | $301K | Buy |
1,336
+1,197
| +861% | +$270K | 0.04% | 216 |
|
|
2023
Q3 | $32K | Buy |
+139
| New | +$32K | ﹤0.01% | 290 |
|