TW
Transform Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,086
| Closed | -$238K | – | 238 |
|
|
2023
Q2 | $238K | Sell |
1,086
-18
| -2% | -$3.95K | 0.02% | 232 |
|
|
2023
Q1 | $211K | Sell |
1,104
-56
| -5% | -$10.7K | 0.02% | 239 |
|
|
2022
Q4 | $219K | Sell |
1,160
-14
| -1% | -$2.64K | 0.02% | 210 |
|
|
2022
Q3 | $201K | Sell |
1,174
-507
| -30% | -$86.8K | 0.03% | 177 |
|
|
2022
Q2 | $274K | Sell |
1,681
-95
| -5% | -$15.5K | 0.04% | 169 |
|
|
2022
Q1 | $310K | Sell |
1,776
-513
| -22% | -$89.5K | 0.03% | 201 |
|
|
2021
Q4 | $388K | Sell |
2,289
-375
| -14% | -$63.6K | 0.04% | 172 |
|
|
2021
Q3 | $396K | Sell |
2,664
-323
| -11% | -$48K | 0.05% | 176 |
|
|
2021
Q2 | $418K | Buy |
2,987
+12
| +0.4% | +$1.68K | 0.05% | 183 |
|
|
2021
Q1 | $371K | Sell |
2,975
-57
| -2% | -$7.11K | 0.07% | 177 |
|
|
2020
Q4 | $375K | Buy |
3,032
+41
| +1% | +$5.07K | 0.08% | 169 |
|
|
2020
Q3 | $316K | Sell |
2,991
-59
| -2% | -$6.23K | 0.05% | 174 |
|
|
2020
Q2 | $297K | Buy |
3,050
+173
| +6% | +$16.8K | 0.05% | 183 |
|
|
2020
Q1 | $235K | Sell |
2,877
-674
| -19% | -$55.1K | 0.05% | 186 |
|
|
2019
Q4 | $338K | Buy |
3,551
+80
| +2% | +$7.62K | 0.05% | 178 |
|
|
2019
Q3 | $311K | Sell |
3,471
-3,299
| -49% | -$296K | 0.06% | 175 |
|
|
2019
Q2 | $592K | Buy |
+6,770
| New | +$592K | 0.09% | 167 |
|