Truepoint Inc’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 | – | Sell |
-760
| Closed | -$262K | – | 138 |
|
|
2025
Q1 | $262K | Hold |
760
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $216K | Buy |
+760
| New | +$216K | 0.01% | 125 |
|
|
2024
Q3 | – | Sell |
-818
| Closed | -$212K | – | 125 |
|
|
2024
Q2 | $212K | Hold |
818
| – | – | 0.01% | 113 |
|
|
2024
Q1 | $205K | Sell |
818
-337
| -29% | -$84.3K | 0.01% | 120 |
|
|
2023
Q4 | $260K | Hold |
1,155
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $263K | Buy |
+1,155
| New | +$263K | 0.01% | 163 |
|