Trust Company of Vermont’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 | $424K | Sell |
1,325
-37
| -3% | -$11.8K | 0.02% | 270 |
|
|
2025
Q1 | $470K | Sell |
1,362
-147
| -10% | -$50.8K | 0.02% | 250 |
|
|
2024
Q4 | $428K | Hold |
1,509
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $425K | Hold |
1,509
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $391K | Buy |
1,509
+150
| +11% | +$38.9K | 0.02% | 245 |
|
|
2024
Q1 | $340K | Sell |
1,359
-25
| -2% | -$6.25K | 0.02% | 264 |
|
|
2023
Q4 | $311K | Buy |
1,384
+96
| +7% | +$21.6K | 0.02% | 249 |
|
|
2023
Q3 | $294K | Sell |
1,288
-95
| -7% | -$21.7K | 0.02% | 263 |
|
|
2023
Q2 | $304K | Sell |
1,383
-65
| -4% | -$14.3K | 0.02% | 268 |
|
|
2023
Q1 | $277K | Buy |
1,448
+498
| +52% | +$95.3K | 0.02% | 275 |
|
|
2022
Q4 | $179K | Sell |
950
-10
| -1% | -$1.89K | 0.01% | 314 |
|
|
2022
Q3 | $164K | Hold |
960
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $157K | Buy |
+960
| New | +$157K | 0.01% | 320 |
|
|
2022
Q1 | – | Sell |
-925
| Closed | -$157K | – | 317 |
|
|
2021
Q4 | $157K | Sell |
925
-800
| -46% | -$136K | 0.01% | 343 |
|
|
2021
Q3 | $256K | Hold |
1,725
| – | – | 0.02% | 279 |
|
|
2021
Q2 | $242K | Hold |
1,725
| – | – | 0.02% | 292 |
|
|
2021
Q1 | $215K | Sell |
1,725
-179
| -9% | -$22.3K | 0.02% | 293 |
|
|
2020
Q4 | $236K | Buy |
1,904
+22
| +1% | +$2.73K | 0.02% | 273 |
|
|
2020
Q3 | $199K | Hold |
1,882
| – | – | 0.02% | 276 |
|
|
2020
Q2 | $183K | Buy |
1,882
+455
| +32% | +$44.2K | 0.02% | 285 |
|
|
2020
Q1 | $116K | Buy |
1,427
+525
| +58% | +$42.7K | 0.01% | 343 |
|
|
2019
Q4 | $86K | Hold |
902
| – | – | 0.01% | 409 |
|
|
2019
Q3 | $81K | Buy |
902
+57
| +7% | +$5.12K | 0.01% | 423 |
|
|
2019
Q2 | $74K | Hold |
845
| – | – | 0.01% | 429 |
|
|
2019
Q1 | $66K | Sell |
845
-45
| -5% | -$3.52K | 0.01% | 438 |
|
|
2018
Q4 | $66K | Sell |
890
-80
| -8% | -$5.93K | 0.01% | 429 |
|
|
2018
Q3 | $72K | Hold |
970
| – | – | 0.01% | 456 |
|
|
2018
Q2 | $63K | Buy |
970
+170
| +21% | +$11K | 0.01% | 487 |
|
|
2018
Q1 | $55K | Hold |
800
| – | – | 0.01% | 482 |
|
|
2017
Q4 | $51K | Hold |
800
| – | – | ﹤0.01% | 500 |
|
|
2017
Q3 | $49K | Hold |
800
| – | – | ﹤0.01% | 500 |
|
|
2017
Q2 | $46K | Hold |
800
| – | – | ﹤0.01% | 515 |
|
|
2017
Q1 | $45K | Hold |
800
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $42K | Buy |
+800
| New | +$42K | ﹤0.01% | 498 |
|