Verdence Capital 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 | $302K | Buy |
943
+4
| +0.4% | +$1.28K | 0.02% | 549 |
|
|
2025
Q1 | $324K | Buy |
939
+7
| +0.8% | +$2.42K | 0.02% | 512 |
|
|
2024
Q4 | $265K | Hold |
932
| – | – | 0.02% | 545 |
|
|
2024
Q3 | $262K | Sell |
932
-1
| -0.1% | -$281 | 0.02% | 556 |
|
|
2024
Q2 | $242K | Sell |
933
-20
| -2% | -$5.19K | 0.02% | 530 |
|
|
2024
Q1 | $238K | Sell |
953
-10
| -1% | -$2.5K | 0.02% | 536 |
|
|
2023
Q4 | $217K | Sell |
963
-11
| -1% | -$2.48K | 0.02% | 535 |
|
|
2023
Q3 | $222K | Buy |
974
+37
| +4% | +$8.44K | 0.02% | 516 |
|
|
2023
Q2 | $206K | Buy |
+937
| New | +$206K | 0.02% | 507 |
|