WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-292
| Closed | -$64.1K | – | 336 |
|
|
2023
Q2 | $64.1K | Sell |
292
-7
| -2% | -$1.54K | 0.01% | 468 |
|
|
2023
Q1 | $57.2K | Buy |
+299
| New | +$57.2K | 0.01% | 530 |
|
|
2016
Q3 | $20.8K | Sell |
413
-413
| -50% | -$20.8K | 0.01% | 476 |
|
|
2016
Q2 | $19.7K | Buy |
+826
| New | +$19.7K | ﹤0.01% | 1415 |
|
|
2015
Q4 | $36.1K | Buy |
+2,637
| New | +$36.1K | 0.01% | 712 |
|
|
2015
Q2 | $48K | Sell |
1,009
-1,451
| -59% | -$69K | 0.02% | 175 |
|
|
2015
Q1 | $117K | Buy |
+2,460
| New | +$117K | 0.05% | 159 |
|