TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.27M | Buy |
4,470
+107
| +2% | +$30.4K | 0.18% | 131 |
|
|
2024
Q3 | $1.23M | Buy |
4,363
+115
| +3% | +$32.4K | 0.18% | 139 |
|
|
2024
Q2 | $1.1M | Buy |
4,248
+103
| +2% | +$26.7K | 0.17% | 136 |
|
|
2024
Q1 | $1.04M | Buy |
4,145
+107
| +3% | +$26.8K | 0.17% | 130 |
|
|
2023
Q4 | $908K | Sell |
4,038
-420
| -9% | -$94.4K | 0.16% | 129 |
|
|
2023
Q3 | $1.02M | Buy |
4,458
+284
| +7% | +$64.7K | 0.2% | 116 |
|
|
2023
Q2 | $917K | Buy |
4,174
+657
| +19% | +$144K | 0.18% | 125 |
|
|
2023
Q1 | $673K | Buy |
3,517
+220
| +7% | +$42.1K | 0.14% | 145 |
|
|
2022
Q4 | $622K | Sell |
3,297
-657
| -17% | -$124K | 0.14% | 145 |
|
|
2022
Q3 | $677K | Buy |
3,954
+192
| +5% | +$32.9K | 0.15% | 136 |
|
|
2022
Q2 | $613K | Buy |
3,762
+260
| +7% | +$42.4K | 0.14% | 139 |
|
|
2022
Q1 | $611K | Buy |
3,502
+64
| +2% | +$11.2K | 0.11% | 157 |
|
|
2021
Q4 | $583K | Buy |
3,438
+51
| +2% | +$8.65K | 0.1% | 165 |
|
|
2021
Q3 | $503K | Buy |
3,387
+98
| +3% | +$14.6K | 0.1% | 180 |
|
|
2021
Q2 | $461K | Sell |
3,289
-1,109
| -25% | -$155K | 0.09% | 177 |
|
|
2021
Q1 | $549K | Sell |
4,398
-61
| -1% | -$7.62K | 0.13% | 143 |
|
|
2020
Q4 | $524K | Buy |
4,459
+89
| +2% | +$10.5K | 0.13% | 143 |
|
|
2020
Q3 | $461K | Buy |
4,370
+190
| +5% | +$20K | 0.13% | 144 |
|
|
2020
Q2 | $408K | Buy |
4,180
+37
| +0.9% | +$3.61K | 0.13% | 148 |
|
|
2020
Q1 | $338K | Buy |
4,143
+413
| +11% | +$33.7K | 0.13% | 147 |
|
|
2019
Q4 | $355K | Buy |
3,730
+202
| +6% | +$19.2K | 0.12% | 154 |
|
|
2019
Q3 | $320K | Buy |
3,528
+421
| +14% | +$38.2K | 0.11% | 160 |
|
|
2019
Q2 | $287K | Buy |
3,107
+144
| +5% | +$13.3K | 0.14% | 131 |
|
|
2019
Q1 | $231K | Buy |
+2,963
| New | +$231K | 0.11% | 153 |
|