WBI Investments’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 | – | Sell |
-4,315
| Closed | -$1.49M | – | 273 |
|
|
2025
Q1 | $1.49M | Buy |
+4,315
| New | +$1.49M | 0.39% | 76 |
|
|
2023
Q4 | – | Sell |
-9,665
| Closed | -$2.2M | – | 196 |
|
|
2023
Q3 | $2.2M | Buy |
9,665
+1,468
| +18% | +$335K | 0.44% | 67 |
|
|
2023
Q2 | $1.8M | Buy |
+8,197
| New | +$1.8M | 0.33% | 91 |
|
|
2021
Q4 | – | Sell |
-1,963
| Closed | -$248K | – | 175 |
|
|
2021
Q3 | $248K | Buy |
+1,963
| New | +$248K | 0.04% | 169 |
|
|
2021
Q2 | – | Sell |
-5,619
| Closed | -$701K | – | 180 |
|
|
2021
Q1 | $701K | Buy |
+5,619
| New | +$701K | 0.11% | 120 |
|
|
2019
Q2 | – | Sell |
-4,985
| Closed | -$389K | – | 204 |
|
|
2019
Q1 | $389K | Sell |
4,985
-899
| -15% | -$70.2K | 0.03% | 217 |
|
|
2018
Q4 | $434K | Sell |
5,884
-17,755
| -75% | -$1.31M | 0.05% | 72 |
|
|
2018
Q3 | $1.76M | Buy |
+23,639
| New | +$1.76M | 0.1% | 153 |
|
|
2017
Q4 | – | Sell |
-445,615
| Closed | -$27.4M | – | 280 |
|
|
2017
Q3 | $27.4M | Sell |
445,615
-6,578
| -1% | -$405K | 1.21% | 17 |
|
|
2017
Q2 | $25.9M | Buy |
452,193
+263,757
| +140% | +$15.1M | 1.13% | 18 |
|
|
2017
Q1 | $10.7M | Sell |
188,436
-2,315
| -1% | -$131K | 0.47% | 49 |
|
|
2016
Q4 | $9.91M | Buy |
+190,751
| New | +$9.91M | 0.43% | 52 |
|