Wealth Architects’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 | $216K | Sell |
674
-4
| -0.6% | -$1.28K | 0.02% | 211 |
|
|
2025
Q1 | $234K | Sell |
678
-132
| -16% | -$45.6K | 0.03% | 203 |
|
|
2024
Q4 | $230K | Hold |
810
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $228K | Hold |
810
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $210K | Hold |
810
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $203K | Buy |
+810
| New | +$203K | 0.03% | 199 |
|
|
2022
Q2 | – | Sell |
-1,247
| Closed | -$218K | – | 183 |
|
|
2022
Q1 | $218K | Buy |
1,247
+36
| +3% | +$6.29K | 0.04% | 180 |
|
|
2021
Q4 | $205K | Buy |
+1,211
| New | +$205K | 0.04% | 187 |
|