TPA
Trivium Point Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
664
-22
| -3% | -$7.04K | 0.02% | 328 |
|
|
2025
Q1 | $237K | Sell |
686
-50
| -7% | -$17.3K | 0.03% | 311 |
|
|
2024
Q4 | $209K | Buy |
+736
| New | +$209K | 0.03% | 327 |
|
|
2022
Q1 | – | Sell |
-7,606
| Closed | -$1.29M | – | 228 |
|
|
2021
Q4 | $1.29M | Sell |
7,606
-45
| -0.6% | -$7.64K | 0.27% | 109 |
|
|
2021
Q3 | $1.17M | Sell |
7,651
-1,550
| -17% | -$238K | 0.28% | 115 |
|
|
2021
Q2 | $1.29M | Sell |
9,201
-1,530
| -14% | -$214K | 0.32% | 108 |
|
|
2021
Q1 | $1.34M | Sell |
10,731
-815
| -7% | -$102K | 0.36% | 101 |
|
|
2020
Q4 | $1.41M | Sell |
11,546
-990
| -8% | -$121K | 0.41% | 93 |
|
|
2020
Q3 | $1.32M | Sell |
12,536
-150
| -1% | -$15.8K | 0.47% | 84 |
|
|
2020
Q2 | $1.23M | Buy |
12,686
+517
| +4% | +$50.1K | 0.49% | 78 |
|
|
2020
Q1 | $1.04M | Sell |
12,169
-1,508
| -11% | -$128K | 0.53% | 77 |
|
|
2019
Q4 | $1.3M | Sell |
13,677
-84
| -0.6% | -$8K | 0.51% | 92 |
|
|
2019
Q3 | $1.2M | Hold |
13,761
| – | – | 0.55% | 90 |
|
|
2019
Q2 | $1.21M | Buy |
13,761
+1,490
| +12% | +$130K | 0.54% | 89 |
|
|
2019
Q1 | $958K | Buy |
12,271
+630
| +5% | +$49.2K | 0.45% | 99 |
|
|
2018
Q4 | $858K | Buy |
+11,641
| New | +$858K | 0.52% | 91 |
|