Transcendent Capital Group’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
Q1 | – | Sell |
-140
| Closed | -$39.7K | – | 97 |
|
|
2024
Q4 | $39.7K | Hold |
140
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $39.4K | Hold |
140
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $36.3K | Sell |
140
-2,727
| -95% | -$707K | 0.02% | 215 |
|
|
2024
Q1 | $717K | Buy |
2,867
+2,727
| +1,948% | +$682K | 0.42% | 59 |
|
|
2023
Q4 | $31.5K | Buy |
+140
| New | +$31.5K | 0.02% | 185 |
|