W Advisors LLC’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 | $293K | Buy |
915
+4
| +0.4% | +$1.28K | 0.17% | 103 |
|
|
2025
Q1 | $315K | Sell |
911
-625
| -41% | -$216K | 0.2% | 92 |
|
|
2024
Q4 | $436K | Buy |
1,536
+22
| +1% | +$6.25K | 0.27% | 75 |
|
|
2024
Q3 | $426K | Buy |
1,514
+36
| +2% | +$10.1K | 0.26% | 74 |
|
|
2024
Q2 | $383K | Buy |
1,478
+90
| +6% | +$23.3K | 0.25% | 73 |
|
|
2024
Q1 | $347K | Buy |
1,388
+15
| +1% | +$3.75K | 0.24% | 82 |
|
|
2023
Q4 | $309K | Buy |
1,373
+55
| +4% | +$12.4K | 0.23% | 84 |
|
|
2023
Q3 | $300K | Buy |
1,318
+30
| +2% | +$6.84K | 0.25% | 82 |
|
|
2023
Q2 | $283K | Hold |
1,288
| – | – | 0.22% | 84 |
|
|
2023
Q1 | $246K | Sell |
1,288
-46
| -3% | -$8.8K | 0.2% | 92 |
|
|
2022
Q4 | $252K | Buy |
1,334
+34
| +3% | +$6.41K | 0.21% | 92 |
|
|
2022
Q3 | $223K | Sell |
1,300
-5
| -0.4% | -$858 | 0.21% | 87 |
|
|
2022
Q2 | $213K | Buy |
1,305
+18
| +1% | +$2.94K | 0.18% | 100 |
|
|
2022
Q1 | $225K | Buy |
+1,287
| New | +$225K | 0.17% | 99 |
|