TAM
Trust Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Hold |
2,865
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $989K | Buy |
2,865
+461
| +19% | +$159K | 0.08% | 87 |
|
|
2024
Q4 | $682K | Hold |
2,404
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $676K | Hold |
2,404
| – | – | 0.05% | 118 |
|
|
2024
Q2 | $623K | Hold |
2,404
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $601K | Hold |
2,404
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $541K | Hold |
2,404
| – | – | 0.05% | 122 |
|
|
2023
Q3 | $548K | Hold |
2,404
| – | – | 0.06% | 109 |
|
|
2023
Q2 | $528K | Hold |
2,404
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $460K | Buy |
2,404
+54
| +2% | +$10.3K | 0.05% | 124 |
|
|
2022
Q4 | $443K | Hold |
2,350
| – | – | 0.06% | 125 |
|
|
2022
Q3 | $402K | Buy |
2,350
+178
| +8% | +$30.4K | 0.05% | 126 |
|
|
2022
Q2 | $354K | Buy |
2,172
+143
| +7% | +$23.3K | 0.05% | 133 |
|
|
2022
Q1 | $354K | Buy |
2,029
+95
| +5% | +$16.6K | 0.04% | 146 |
|
|
2021
Q4 | $328K | Hold |
1,934
| – | – | 0.04% | 163 |
|
|
2021
Q3 | $287K | Buy |
1,934
+134
| +7% | +$19.9K | 0.04% | 166 |
|
|
2021
Q2 | $252K | Buy |
+1,800
| New | +$252K | 0.03% | 169 |
|