United Capital Financial 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 | $14M | Sell |
43,636
-825
| -2% | -$264K | 0.11% | 148 |
|
|
2025
Q1 | $15.3M | Sell |
44,461
-13,648
| -23% | -$4.71M | 0.13% | 131 |
|
|
2024
Q4 | $16.5M | Sell |
58,109
-19,554
| -25% | -$5.55M | 0.14% | 131 |
|
|
2024
Q3 | $21.9M | Sell |
77,663
-6,574
| -8% | -$1.85M | 0.18% | 108 |
|
|
2024
Q2 | $21.8M | Sell |
84,237
-4,284
| -5% | -$1.11M | 0.19% | 104 |
|
|
2024
Q1 | $22.1M | Sell |
88,521
-6,418
| -7% | -$1.6M | 0.18% | 113 |
|
|
2023
Q4 | $21.3M | Sell |
94,939
-61,415
| -39% | -$13.8M | 0.18% | 121 |
|
|
2023
Q3 | $35.6M | Sell |
156,354
-23,800
| -13% | -$5.42M | 0.23% | 90 |
|
|
2023
Q2 | $39.6M | Sell |
180,154
-11,205
| -6% | -$2.46M | 0.22% | 93 |
|
|
2023
Q1 | $36.6M | Sell |
191,359
-3,362
| -2% | -$643K | 0.2% | 95 |
|
|
2022
Q4 | $36.7M | Sell |
194,721
-17,796
| -8% | -$3.36M | 0.21% | 101 |
|
|
2022
Q3 | $36.4M | Sell |
212,517
-9,126
| -4% | -$1.56M | 0.21% | 95 |
|
|
2022
Q2 | $36.1M | Sell |
221,643
-18,667
| -8% | -$3.04M | 0.2% | 103 |
|
|
2022
Q1 | $42M | Sell |
240,310
-10,993
| -4% | -$1.92M | 0.2% | 103 |
|
|
2021
Q4 | $42.6M | Sell |
251,303
-50
| -0% | -$8.48K | 0.2% | 107 |
|
|
2021
Q3 | $37.4M | Buy |
251,353
+1,807
| +0.7% | +$269K | 0.19% | 113 |
|
|
2021
Q2 | $35M | Sell |
249,546
-5,130
| -2% | -$719K | 0.18% | 122 |
|
|
2021
Q1 | $31.8M | Sell |
254,676
-6,448
| -2% | -$805K | 0.18% | 124 |
|
|
2020
Q4 | $32.3M | Sell |
261,124
-3,002
| -1% | -$371K | 0.19% | 112 |
|
|
2020
Q3 | $27.9M | Sell |
264,126
-6,197
| -2% | -$654K | 0.18% | 122 |
|
|
2020
Q2 | $26.4M | Buy |
270,323
+9,425
| +4% | +$919K | 0.19% | 115 |
|
|
2020
Q1 | $21.3M | Sell |
260,898
-10,939
| -4% | -$892K | 0.18% | 126 |
|
|
2019
Q4 | $25.9M | Buy |
271,837
+13,269
| +5% | +$1.26M | 0.17% | 137 |
|
|
2019
Q3 | $23.2M | Buy |
258,568
+1,854
| +0.7% | +$166K | 0.16% | 145 |
|
|
2019
Q2 | $22.5M | Buy |
256,714
+55,767
| +28% | +$4.88M | 0.15% | 146 |
|
|
2019
Q1 | $15.7M | Buy |
200,947
+34,479
| +21% | +$2.69M | 0.11% | 202 |
|
|
2018
Q4 | $12.3M | Buy |
166,468
+162,771
| +4,403% | +$12M | 0.1% | 225 |
|
|
2018
Q3 | $275K | Buy |
3,697
+375
| +11% | +$27.9K | ﹤0.01% | 1138 |
|
|
2018
Q2 | $217K | Sell |
3,322
-1,728
| -34% | -$113K | ﹤0.01% | 1204 |
|
|
2018
Q1 | $347K | Buy |
+5,050
| New | +$347K | ﹤0.01% | 1045 |
|