West Branch Capital’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 | $212K | Sell |
662
-60
| -8% | -$19.2K | 0.06% | 85 |
|
|
2025
Q1 | $249K | Sell |
722
-136
| -16% | -$47K | 0.08% | 75 |
|
|
2024
Q4 | $244K | Hold |
858
| – | – | 0.08% | 80 |
|
|
2024
Q3 | $241K | Sell |
858
-169
| -16% | -$47.6K | 0.08% | 79 |
|
|
2024
Q2 | $266K | Hold |
1,027
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $257K | Sell |
1,027
-553
| -35% | -$138K | 0.1% | 71 |
|
|
2023
Q4 | $355K | Sell |
1,580
-200
| -11% | -$45K | 0.17% | 52 |
|
|
2023
Q3 | $406K | Hold |
1,780
| – | – | 0.21% | 53 |
|
|
2023
Q2 | $391K | Hold |
1,780
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $341K | Hold |
1,780
| – | – | 0.19% | 58 |
|
|
2022
Q4 | $336K | Hold |
1,780
| – | – | 0.21% | 55 |
|
|
2022
Q3 | $305K | Sell |
1,780
-36
| -2% | -$6.17K | 0.19% | 61 |
|
|
2022
Q2 | $296K | Hold |
1,816
| – | – | 0.17% | 67 |
|
|
2022
Q1 | $317K | Sell |
1,816
-89
| -5% | -$15.5K | 0.15% | 65 |
|
|
2021
Q4 | $323K | Hold |
1,905
| – | – | 0.14% | 67 |
|
|
2021
Q3 | $283K | Hold |
1,905
| – | – | 0.14% | 71 |
|
|
2021
Q2 | $267K | Sell |
1,905
-20
| -1% | -$2.8K | 0.13% | 76 |
|
|
2021
Q1 | $240K | Sell |
1,925
-466
| -19% | -$58.1K | 0.14% | 79 |
|
|
2020
Q4 | $296K | Hold |
2,391
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $252K | Sell |
2,391
-24
| -1% | -$2.53K | 0.16% | 72 |
|
|
2020
Q2 | $235K | Buy |
+2,415
| New | +$235K | 0.17% | 74 |
|
|
2020
Q1 | – | Sell |
-2,439
| Closed | -$232K | – | 75 |
|
|
2019
Q4 | $232K | Hold |
2,439
| – | – | 0.16% | 86 |
|
|
2019
Q3 | $218K | Buy |
+2,439
| New | +$218K | 0.16% | 84 |
|