Valeo 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 | $513K | Buy |
1,604
+48
| +3% | +$15.4K | 0.01% | 444 |
|
|
2025
Q1 | $537K | Buy |
1,556
+172
| +12% | +$59.4K | 0.02% | 396 |
|
|
2024
Q4 | $393K | Buy |
1,384
+17
| +1% | +$4.83K | 0.01% | 457 |
|
|
2024
Q3 | $385K | Buy |
1,367
+8
| +0.6% | +$2.25K | 0.01% | 467 |
|
|
2024
Q2 | $352K | Buy |
1,359
+397
| +41% | +$103K | 0.01% | 472 |
|
|
2024
Q1 | $228K | Sell |
962
-226
| -19% | -$53.5K | 0.01% | 577 |
|
|
2023
Q4 | $267K | Buy |
1,188
+255
| +27% | +$57.3K | 0.01% | 525 |
|
|
2023
Q3 | $213K | Buy |
+933
| New | +$213K | 0.01% | 551 |
|
|
2021
Q2 | – | Sell |
-113
| Closed | -$14K | – | 492 |
|
|
2021
Q1 | $14K | Buy |
113
+51
| +82% | +$6.32K | ﹤0.01% | 1191 |
|
|
2020
Q4 | $8K | Buy |
62
+22
| +55% | +$2.84K | ﹤0.01% | 1209 |
|
|
2020
Q3 | $4K | Sell |
40
-160
| -80% | -$16K | ﹤0.01% | 1238 |
|
|
2020
Q2 | $19K | Buy |
200
+155
| +344% | +$14.7K | ﹤0.01% | 1009 |
|
|
2020
Q1 | $4K | Buy |
45
+33
| +275% | +$2.93K | ﹤0.01% | 1279 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1451 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1414 |
|
|
2018
Q4 | $1K | Sell |
12
-14
| -54% | -$1.17K | ﹤0.01% | 1346 |
|
|
2018
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q1 | $2K | Buy |
26
+12
| +86% | +$923 | ﹤0.01% | 1300 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1240 |
|