Venturi Wealth Management’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 | – | Sell |
-250
| Closed | -$71K | – | 595 |
|
|
2024
Q4 | $71K | Buy |
250
+16
| +7% | +$4.54K | ﹤0.01% | 901 |
|
|
2024
Q3 | $65.8K | Sell |
234
-54
| -19% | -$15.2K | ﹤0.01% | 686 |
|
|
2024
Q2 | $74.7K | Buy |
288
+190
| +194% | +$49.3K | ﹤0.01% | 563 |
|
|
2024
Q1 | $24.5K | Buy |
98
+36
| +58% | +$9K | ﹤0.01% | 681 |
|
|
2023
Q4 | $13.9K | Buy |
62
+1
| +2% | +$225 | ﹤0.01% | 793 |
|
|
2023
Q3 | $13.9K | Buy |
61
+1
| +2% | +$228 | ﹤0.01% | 729 |
|
|
2023
Q2 | $13.2K | Hold |
60
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $11.5K | Buy |
+60
| New | +$11.5K | ﹤0.01% | 694 |
|