USA Financial Formulas’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,642	Closed	-$1.04M	–	304
2023 Q4	$1.04M	Buy	4,642 +4,639	+154,633%	+$1.1M	0.18%	68
2023 Q3	$684	Hold	3	–	–	﹤0.01%	422
2023 Q2	$659	Hold	3	–	–	﹤0.01%	407
2023 Q1	$574	Buy	+3	New	+$569	﹤0.01%	350
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	207
2022 Q2	$0	Sell	3 -21	-88%	-$3.48K	﹤0.01%	323
2022 Q1	$4K	Sell	24 -5,904	-100%	-$941K	﹤0.01%	188
2021 Q4	$1.01M	Buy	5,928 +5,907	+28,129%	+$965K	0.86%	57
2021 Q3	$3K	Buy	+21	New	+$3K	﹤0.01%	289
2020 Q2	–	Sell	-18,393	Closed	-$1.5M	–	232
2020 Q1	$1.5M	Buy	+18,393	New	+$1.76M	0.96%	42
2019 Q4	–	Sell	-22,039	Closed	-$1.97M	–	223
2019 Q3	$1.97M	Buy	+22,039	New	+$1.98M	0.77%	64
2018 Q3	–	Sell	-628	Closed	-$43K	–	273
2018 Q2	$43K	Hold	628	–	–	0.01%	303
2018 Q1	$43K	Buy	+628	New	+$42.4K	0.01%	303
2017 Q1	–	Sell	-54,427	Closed	-$2.83M	–	241
2016 Q4	$2.83M	Buy	+54,427	New	+$2.74M	0.7%	47