TritonPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,222
+35
| +1% | +$11.2K | 0.1% | 153 |
|
|
2025
Q1 | $1.1M | Buy |
3,187
+41
| +1% | +$14.2K | 0.1% | 149 |
|
|
2024
Q4 | $893K | Buy |
3,146
+193
| +7% | +$54.8K | 0.08% | 162 |
|
|
2024
Q3 | $825K | Sell |
2,953
-231
| -7% | -$64.6K | 0.08% | 167 |
|
|
2024
Q2 | $826K | Sell |
3,184
-550
| -15% | -$143K | 0.08% | 158 |
|
|
2024
Q1 | $956K | Sell |
3,734
-559
| -13% | -$143K | 0.1% | 146 |
|
|
2023
Q4 | $965K | Buy |
+4,293
| New | +$965K | 0.09% | 155 |
|