Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-920
| Closed | -$72K | – | 505 |
|
|
2019
Q1 | $72K | Sell |
920
-402
| -30% | -$31.5K | 0.01% | 755 |
|
|
2018
Q4 | $97K | Sell |
1,322
-18
| -1% | -$1.32K | 0.01% | 607 |
|
|
2018
Q3 | $100K | Sell |
1,340
-251
| -16% | -$18.7K | 0.01% | 680 |
|
|
2018
Q2 | $104K | Buy |
1,591
+42
| +3% | +$2.75K | 0.01% | 689 |
|
|
2018
Q1 | $106K | Sell |
1,549
-158
| -9% | -$10.8K | 0.01% | 689 |
|
|
2017
Q4 | $108K | Sell |
1,707
-1,054
| -38% | -$66.7K | 0.01% | 682 |
|
|
2017
Q3 | $170K | Buy |
2,761
+77
| +3% | +$4.74K | 0.02% | 533 |
|
|
2017
Q2 | $154K | Sell |
2,684
-1,163
| -30% | -$66.7K | 0.02% | 541 |
|
|
2017
Q1 | $218K | Buy |
3,847
+225
| +6% | +$12.8K | 0.03% | 365 |
|
|
2016
Q4 | $188K | Sell |
3,622
-39
| -1% | -$2.02K | 0.03% | 391 |
|
|
2016
Q3 | $186K | Buy |
3,661
+146
| +4% | +$7.42K | 0.03% | 401 |
|
|
2016
Q2 | $167K | Buy |
3,515
+211
| +6% | +$10K | 0.03% | 413 |
|
|
2016
Q1 | $147K | Buy |
3,304
+242
| +8% | +$10.8K | 0.03% | 428 |
|
|
2015
Q4 | $125K | Buy |
+3,062
| New | +$125K | 0.02% | 474 |
|