U.S. Capital Wealth Advisors’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 | $5.93M | Buy |
18,529
+11,787
| +175% | +$3.77M | 0.17% | 140 |
|
|
2025
Q1 | $2.33M | Sell |
6,742
-75
| -1% | -$25.9K | 0.07% | 258 |
|
|
2024
Q4 | $1.93M | Sell |
6,817
-667
| -9% | -$189K | 0.06% | 304 |
|
|
2024
Q3 | $2.11M | Buy |
7,484
+3
| +0% | +$844 | 0.07% | 240 |
|
|
2024
Q2 | $1.94M | Buy |
7,481
+37
| +0.5% | +$9.59K | 0.07% | 244 |
|
|
2024
Q1 | $1.86M | Sell |
7,444
-13
| -0.2% | -$3.25K | 0.07% | 247 |
|
|
2023
Q4 | $1.68M | Buy |
7,457
+212
| +3% | +$47.7K | 0.07% | 259 |
|
|
2023
Q3 | $1.65M | Sell |
7,245
-614
| -8% | -$140K | 0.07% | 233 |
|
|
2023
Q2 | $1.73M | Sell |
7,859
-272
| -3% | -$59.7K | 0.08% | 237 |
|
|
2023
Q1 | $1.56M | Buy |
8,131
+304
| +4% | +$58.2K | 0.07% | 240 |
|
|
2022
Q4 | $1.48M | Buy |
7,827
+6,534
| +505% | +$1.23M | 0.07% | 261 |
|
|
2022
Q3 | $221K | Buy |
1,293
+3
| +0.2% | +$513 | 0.01% | 573 |
|
|
2022
Q2 | $210K | Buy |
1,290
+3
| +0.2% | +$488 | 0.01% | 614 |
|
|
2022
Q1 | $225K | Buy |
1,287
+90
| +8% | +$15.7K | 0.01% | 650 |
|
|
2021
Q4 | $203K | Buy |
+1,197
| New | +$203K | 0.01% | 679 |
|