Wealthcare Advisory Partners’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
Q1 | – | Sell |
-722
| Closed | -$205K | – | 905 |
|
|
2024
Q4 | $205K | Buy |
+722
| New | +$205K | 0.01% | 854 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$7K | – | 582 |
|
|
2021
Q1 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 1541 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$2K | – | 345 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1264 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q3 | $2K | Sell |
22
-26
| -54% | -$2.36K | ﹤0.01% | 1190 |
|
|
2019
Q2 | $4K | Buy |
48
+26
| +118% | +$2.17K | ﹤0.01% | 1083 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1163 |
|
|
2018
Q1 | – | Sell |
-37
| Closed | -$2K | – | 1068 |
|
|
2017
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 904 |
|