USA Financial Formulas’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,642
| Closed | -$1.04M | – | 304 |
|
|
2023
Q4 | $1.04M | Buy |
4,642
+4,639
| +154,633% | +$1.04M | 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 | +$574 | ﹤0.01% | 350 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $0 | Sell |
3
-21
| -88% | – | ﹤0.01% | 323 |
|
|
2022
Q1 | $4K | Sell |
24
-5,904
| -100% | -$984K | ﹤0.01% | 188 |
|
|
2021
Q4 | $1.01M | Buy |
5,928
+5,907
| +28,129% | +$1M | 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 | +$1.5M | 0.96% | 42 |
|
|
2019
Q4 | – | Sell |
-22,039
| Closed | -$1.97M | – | 223 |
|
|
2019
Q3 | $1.97M | Buy |
+22,039
| New | +$1.97M | 0.77% | 64 |
|
|
2018
Q3 | – | Sell |
-628
| Closed | -$43K | – | 273 |
|
|
2018
Q2 | $43K | Hold |
628
| – | – | 0.01% | 303 |
|
|
2018
Q1 | $43K | Buy |
+628
| New | +$43K | 0.01% | 303 |
|
|
2017
Q1 | – | Sell |
-54,427
| Closed | -$2.83M | – | 241 |
|
|
2016
Q4 | $2.83M | Buy |
+54,427
| New | +$2.83M | 0.7% | 47 |
|