Welch & Forbes’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 | $94.3M | Sell |
294,591
-3,295
| -1% | -$1.05M | 1.18% | 25 |
|
|
2025
Q1 | $103M | Sell |
297,886
-2,255
| -0.8% | -$779K | 1.35% | 22 |
|
|
2024
Q4 | $85.2M | Sell |
300,141
-2,617
| -0.9% | -$743K | 1.1% | 28 |
|
|
2024
Q3 | $85.2M | Sell |
302,758
-2,994
| -1% | -$842K | 1.08% | 30 |
|
|
2024
Q2 | $80.5M | Sell |
305,752
-4,669
| -2% | -$1.23M | 1.07% | 29 |
|
|
2024
Q1 | $77.6M | Buy |
310,421
+9,293
| +3% | +$2.32M | 1.07% | 32 |
|
|
2023
Q4 | $67.7M | Buy |
301,128
+6,478
| +2% | +$1.46M | 1.02% | 33 |
|
|
2023
Q3 | $67.2M | Sell |
294,650
-2,064
| -0.7% | -$470K | 1.11% | 28 |
|
|
2023
Q2 | $65.1M | Sell |
296,714
-2,641
| -0.9% | -$580K | 1.03% | 31 |
|
|
2023
Q1 | $57.3M | Buy |
299,355
+5,247
| +2% | +$1M | 0.97% | 34 |
|
|
2022
Q4 | $55.5M | Sell |
294,108
-3,022
| -1% | -$570K | 0.99% | 33 |
|
|
2022
Q3 | $50.9M | Buy |
297,130
+890
| +0.3% | +$152K | 0.99% | 34 |
|
|
2022
Q2 | $48.3M | Buy |
296,240
+1,777
| +0.6% | +$290K | 0.88% | 37 |
|
|
2022
Q1 | $51.4M | Buy |
294,463
+8,368
| +3% | +$1.46M | 0.81% | 37 |
|
|
2021
Q4 | $48.5M | Sell |
286,095
-596
| -0.2% | -$101K | 0.73% | 40 |
|
|
2021
Q3 | $42.6M | Buy |
286,691
+5,601
| +2% | +$833K | 0.71% | 42 |
|
|
2021
Q2 | $39.4M | Buy |
281,090
+28,845
| +11% | +$4.04M | 0.67% | 45 |
|
|
2021
Q1 | $31.5M | Buy |
252,245
+5,459
| +2% | +$681K | 0.58% | 51 |
|
|
2020
Q4 | $30.5M | Buy |
246,786
+18,256
| +8% | +$2.26M | 0.6% | 48 |
|
|
2020
Q3 | $24.1M | Buy |
228,530
+29,508
| +15% | +$3.12M | 0.52% | 52 |
|
|
2020
Q2 | $19.4M | Buy |
199,022
+36,584
| +23% | +$3.57M | 0.45% | 61 |
|
|
2020
Q1 | $13.2M | Buy |
162,438
+38,500
| +31% | +$3.14M | 0.37% | 75 |
|
|
2019
Q4 | $11.8M | Buy |
123,938
+33,464
| +37% | +$3.19M | 0.26% | 90 |
|
|
2019
Q3 | $8.1M | Buy |
90,474
+13,565
| +18% | +$1.22M | 0.19% | 108 |
|
|
2019
Q2 | $6.74M | Buy |
76,909
+62,646
| +439% | +$5.49M | 0.16% | 116 |
|
|
2019
Q1 | $1.11M | Buy |
14,263
+11,213
| +368% | +$876K | 0.03% | 197 |
|
|
2018
Q4 | $225K | Buy |
+3,050
| New | +$225K | 0.01% | 314 |
|