Trek Financial’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 |
-977
| Closed | -$277K | – | 385 |
|
|
2024
Q4 | $277K | Sell |
977
-36
| -4% | -$10.2K | 0.02% | 345 |
|
|
2024
Q3 | $285K | Sell |
1,013
-70
| -6% | -$19.7K | 0.02% | 316 |
|
|
2024
Q2 | $281K | Sell |
1,083
-31
| -3% | -$8.04K | 0.02% | 312 |
|
|
2024
Q1 | $279K | Buy |
+1,114
| New | +$279K | 0.02% | 324 |
|
|
2023
Q4 | – | Sell |
-955
| Closed | -$218K | – | 313 |
|
|
2023
Q3 | $218K | Sell |
955
-129
| -12% | -$29.4K | 0.02% | 258 |
|
|
2023
Q2 | $238K | Buy |
+1,084
| New | +$238K | 0.02% | 233 |
|