Washington Trust 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 | $46.1K | Buy |
144
+2
| +1% | +$640 | ﹤0.01% | 328 |
|
2025
Q1 | $48.9K | Sell |
142
-260
| -65% | -$89.5K | ﹤0.01% | 323 |
|
2024
Q4 | $114K | Buy |
+402
| New | +$114K | 0.01% | 248 |
|
2022
Q4 | – | Sell |
-71
| Closed | -$12K | – | 784 |
|
2022
Q3 | $12K | Hold |
71
| – | – | ﹤0.01% | 566 |
|
2022
Q2 | $12K | Hold |
71
| – | – | ﹤0.01% | 605 |
|
2022
Q1 | $12K | Sell |
71
-69
| -49% | -$11.7K | ﹤0.01% | 680 |
|
2021
Q4 | $24K | Buy |
+140
| New | +$24K | ﹤0.01% | 602 |
|