West Family Investments’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 | $465K | Buy |
1,452
+753
| +108% | +$241K | 0.12% | 174 |
|
|
2025
Q1 | $241K | Sell |
699
-527
| -43% | -$182K | 0.09% | 206 |
|
|
2024
Q4 | $348K | Sell |
1,226
-23
| -2% | -$6.53K | 0.12% | 169 |
|
|
2024
Q3 | $351K | Buy |
1,249
+23
| +2% | +$6.47K | 0.12% | 170 |
|
|
2024
Q2 | $318K | Sell |
1,226
-10
| -0.8% | -$2.59K | 0.1% | 169 |
|
|
2024
Q1 | $309K | Buy |
1,236
+155
| +14% | +$38.8K | 0.1% | 172 |
|
|
2023
Q4 | $243K | Buy |
1,081
+70
| +7% | +$15.7K | 0.08% | 189 |
|
|
2023
Q3 | $230K | Hold |
1,011
| – | – | 0.08% | 191 |
|
|
2023
Q2 | $222K | Buy |
+1,011
| New | +$222K | 0.09% | 205 |
|