Waverly 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 | $651K | Buy |
2,034
+210
| +12% | +$67.2K | 0.01% | 731 |
|
|
2025
Q1 | $630K | Buy |
1,824
+2
| +0.1% | +$690 | 0.01% | 719 |
|
|
2024
Q4 | $517K | Buy |
+1,822
| New | +$517K | 0.01% | 674 |
|
|
2018
Q4 | – | Sell |
-7,490
| Closed | -$558K | – | 120 |
|
|
2018
Q3 | $558K | Hold |
7,490
| – | – | 0.08% | 115 |
|
|
2018
Q2 | $489K | Hold |
7,490
| – | – | 0.08% | 118 |
|
|
2018
Q1 | $515K | Hold |
7,490
| – | – | 0.08% | 113 |
|
|
2017
Q4 | $474K | Buy |
7,490
+252
| +3% | +$15.9K | 0.07% | 148 |
|
|
2017
Q3 | $445K | Buy |
7,238
+301
| +4% | +$18.5K | 0.1% | 142 |
|
|
2017
Q2 | $397K | Hold |
6,937
| – | – | 0.1% | 151 |
|
|
2017
Q1 | $392K | Buy |
+6,937
| New | +$392K | 0.1% | 148 |
|
|
2014
Q4 | – | Sell |
-8,130
| Closed | -$369K | – | 417 |
|
|
2014
Q3 | $369K | Hold |
8,130
| – | – | 0.2% | 68 |
|
|
2014
Q2 | $379K | Hold |
8,130
| – | – | 0.16% | 73 |
|
|
2014
Q1 | $387K | Hold |
8,130
| – | – | 0.17% | 70 |
|
|
2013
Q4 | $382K | Buy |
+8,130
| New | +$382K | 0.13% | 91 |
|