Unigestion Holding’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
Q1 | $1.23M | Sell |
3,565
-2,036
| -36% | -$703K | 0.07% | 138 |
|
|
2024
Q4 | $1.59M | Buy |
5,601
+2,063
| +58% | +$586K | 0.09% | 97 |
|
|
2024
Q3 | $995K | Buy |
+3,538
| New | +$995K | 0.05% | 103 |
|
|
2024
Q2 | – | Sell |
-4,726
| Closed | -$1.18M | – | 142 |
|
|
2024
Q1 | $1.18M | Buy |
+4,726
| New | +$1.18M | 0.06% | 103 |
|
|
2021
Q3 | – | Sell |
-6,899
| Closed | -$974K | – | 198 |
|
|
2021
Q2 | $974K | Buy |
+6,899
| New | +$974K | 0.04% | 166 |
|
|
2020
Q4 | – | Sell |
-10,902
| Closed | -$1.15M | – | 222 |
|
|
2020
Q3 | $1.15M | Sell |
10,902
-551
| -5% | -$58.2K | 0.04% | 115 |
|
|
2020
Q2 | $1.12M | Buy |
11,453
+551
| +5% | +$53.7K | 0.04% | 123 |
|
|
2020
Q1 | $889K | Buy |
+10,902
| New | +$889K | 0.03% | 167 |
|
|
2019
Q3 | $6.74M | Sell |
75,272
-3,948
| -5% | -$354K | 0.19% | 94 |
|
|
2019
Q2 | $6.94M | Buy |
79,220
+48,585
| +159% | +$4.26M | 0.19% | 98 |
|
|
2019
Q1 | $2.39M | Sell |
30,635
-3,519
| -10% | -$275K | 0.06% | 142 |
|
|
2018
Q4 | $2.52M | Sell |
34,154
-2,998
| -8% | -$221K | 0.06% | 165 |
|
|
2018
Q3 | $2.77M | Sell |
37,152
-5,183
| -12% | -$386K | 0.06% | 190 |
|
|
2018
Q2 | $2.76M | Buy |
+42,335
| New | +$2.76M | 0.05% | 202 |
|