Washington Trust Bank’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 | $237K | Sell |
740
-34
| -4% | -$10.9K | 0.02% | 188 |
|
2025
Q1 | $267K | Buy |
774
+37
| +5% | +$12.8K | 0.03% | 174 |
|
2024
Q4 | $209K | Buy |
737
+1
| +0.1% | +$284 | 0.02% | 207 |
|
2024
Q3 | $207K | Buy |
+736
| New | +$207K | 0.02% | 210 |
|
2024
Q2 | – | Sell |
-833
| Closed | -$208K | – | 205 |
|
2024
Q1 | $208K | Sell |
833
-58
| -7% | -$14.5K | 0.02% | 216 |
|
2023
Q4 | $200K | Buy |
+891
| New | +$200K | 0.02% | 218 |
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 205 |
|
2019
Q1 | $8K | Sell |
100
-17
| -15% | -$1.36K | ﹤0.01% | 510 |
|
2018
Q4 | $8K | Buy |
117
+17
| +17% | +$1.16K | ﹤0.01% | 508 |
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
2018
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 551 |
|
2018
Q1 | $7K | Sell |
100
-1,631
| -94% | -$114K | ﹤0.01% | 629 |
|
2017
Q4 | $110K | Sell |
1,731
-1,000
| -37% | -$63.5K | 0.02% | 297 |
|
2017
Q3 | $168K | Sell |
2,731
-750
| -22% | -$46.1K | 0.03% | 235 |
|
2017
Q2 | $199K | Hold |
3,481
| – | – | 0.04% | 195 |
|
2017
Q1 | $197K | Sell |
3,481
-635
| -15% | -$35.9K | 0.04% | 204 |
|
2016
Q4 | $214K | Sell |
4,116
-1,150
| -22% | -$59.8K | 0.05% | 183 |
|
2016
Q3 | $268K | Buy |
5,266
+1,765
| +50% | +$89.8K | 0.06% | 154 |
|
2016
Q2 | $167K | Buy |
3,501
+870
| +33% | +$41.5K | 0.04% | 192 |
|
2016
Q1 | $117K | Sell |
2,631
-23,481
| -90% | -$1.04M | 0.03% | 239 |
|
2015
Q4 | $1.07M | Buy |
26,112
+1,716
| +7% | +$70.3K | 0.23% | 79 |
|
2015
Q3 | $1.01M | Buy |
24,396
+350
| +1% | +$14.4K | 0.27% | 81 |
|
2015
Q2 | $1.14M | Buy |
24,046
+23,066
| +2,354% | +$1.09M | 0.28% | 72 |
|
2015
Q1 | $46K | Hold |
980
| – | – | 0.01% | 447 |
|
2014
Q4 | $46K | Hold |
980
| – | – | 0.01% | 472 |
|
2014
Q3 | $44K | Sell |
980
-1,620
| -62% | -$72.7K | 0.01% | 476 |
|
2014
Q2 | $121K | Buy |
2,600
+500
| +24% | +$23.3K | 0.02% | 328 |
|
2014
Q1 | $100K | Buy |
+2,100
| New | +$100K | 0.02% | 362 |
|