WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,546
| Closed | -$794K | – | 89 |
|
|
2022
Q1 | $794K | Sell |
4,546
-1,781
| -28% | -$311K | 0.86% | 52 |
|
|
2021
Q4 | $1.07M | Sell |
6,327
-406
| -6% | -$68.9K | 0.72% | 64 |
|
|
2021
Q3 | $1M | Buy |
6,733
+4,781
| +245% | +$711K | 0.62% | 65 |
|
|
2021
Q2 | $273K | Sell |
1,952
-5,063
| -72% | -$708K | 0.52% | 76 |
|
|
2021
Q1 | $875K | Sell |
7,015
-230
| -3% | -$28.7K | 0.65% | 62 |
|
|
2020
Q4 | $896K | Buy |
7,245
+301
| +4% | +$37.2K | 0.69% | 58 |
|
|
2020
Q3 | $733K | Sell |
6,944
-11,253
| -62% | -$1.19M | 0.91% | 47 |
|
|
2020
Q2 | $1.77M | Buy |
+18,197
| New | +$1.77M | 2.01% | 9 |
|