Wealthfront Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
32,177
+672
| +2% | +$215K | 0.03% | 217 |
|
|
2025
Q1 | $10.9M | Buy |
31,505
+1,639
| +5% | +$566K | 0.03% | 188 |
|
|
2024
Q4 | $8.48M | Buy |
29,866
+464
| +2% | +$132K | 0.02% | 210 |
|
|
2024
Q3 | $8.27M | Sell |
29,402
-442
| -1% | -$124K | 0.03% | 203 |
|
|
2024
Q2 | $7.74M | Sell |
29,844
-735
| -2% | -$191K | 0.03% | 183 |
|
|
2024
Q1 | $7.65M | Sell |
30,579
-753
| -2% | -$188K | 0.03% | 185 |
|
|
2023
Q4 | $7.05M | Buy |
31,332
+704
| +2% | +$158K | 0.03% | 173 |
|
|
2023
Q3 | $6.98M | Sell |
30,628
-365
| -1% | -$83.2K | 0.03% | 163 |
|
|
2023
Q2 | $6.81M | Buy |
30,993
+227
| +0.7% | +$49.8K | 0.03% | 171 |
|
|
2023
Q1 | $5.89M | Buy |
30,766
+6,268
| +26% | +$1.2M | 0.03% | 179 |
|
|
2022
Q4 | $4.62M | Sell |
24,498
-4,490
| -15% | -$847K | 0.02% | 215 |
|
|
2022
Q3 | $4.96M | Buy |
28,988
+5,859
| +25% | +$1M | 0.03% | 175 |
|
|
2022
Q2 | $3.77M | Buy |
23,129
+4,423
| +24% | +$721K | 0.02% | 239 |
|
|
2022
Q1 | $3.27M | Sell |
18,706
-2,391
| -11% | -$417K | 0.01% | 286 |
|
|
2021
Q4 | $3.58M | Buy |
21,097
+1,969
| +10% | +$334K | 0.02% | 260 |
|
|
2021
Q3 | $2.84M | Buy |
19,128
+7,601
| +66% | +$1.13M | 0.01% | 266 |
|
|
2021
Q2 | $1.62M | Buy |
11,527
+259
| +2% | +$36.3K | 0.01% | 341 |
|
|
2021
Q1 | $1.41M | Buy |
11,268
+38
| +0.3% | +$4.74K | 0.01% | 335 |
|
|
2020
Q4 | $1.39M | Buy |
11,230
+100
| +0.9% | +$12.4K | 0.01% | 305 |
|
|
2020
Q3 | $1.18M | Sell |
11,130
-166
| -1% | -$17.5K | 0.01% | 292 |
|
|
2020
Q2 | $1.1M | Sell |
11,296
-3,377
| -23% | -$329K | 0.01% | 296 |
|
|
2020
Q1 | $1.2M | Buy |
14,673
+1,991
| +16% | +$162K | 0.01% | 237 |
|
|
2019
Q4 | $1.21M | Buy |
12,682
+1,128
| +10% | +$107K | 0.01% | 286 |
|
|
2019
Q3 | $1.04M | Buy |
11,554
+194
| +2% | +$17.4K | 0.01% | 285 |
|
|
2019
Q2 | $995K | Buy |
11,360
+347
| +3% | +$30.4K | 0.01% | 280 |
|
|
2019
Q1 | $860K | Buy |
11,013
+456
| +4% | +$35.6K | 0.01% | 284 |
|
|
2018
Q4 | $778K | Buy |
+10,557
| New | +$778K | 0.01% | 286 |
|