West Oak 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 | $2.32K | Sell |
726
-30
| -4% | -$96 | 0.09% | 117 |
|
|
2025
Q1 | $2.61K | Hold |
756
| – | – | 0.1% | 105 |
|
|
2024
Q4 | $2.15M | Hold |
756
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $2.13K | Hold |
756
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $196K | Hold |
756
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $189K | Hold |
756
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $178K | Sell |
756
-207
| -21% | -$48.7K | 0.08% | 127 |
|
|
2023
Q3 | $219K | Hold |
963
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $211K | Hold |
963
| – | – | 0.1% | 117 |
|
|
2023
Q1 | $184K | Buy |
963
+100
| +12% | +$19.1K | 0.09% | 118 |
|
|
2022
Q4 | $163K | Sell |
863
-100
| -10% | -$18.9K | 0.09% | 118 |
|
|
2022
Q3 | $165K | Buy |
963
+100
| +12% | +$17.1K | 0.09% | 122 |
|
|
2022
Q2 | $141K | Hold |
863
| – | – | 0.07% | 125 |
|
|
2022
Q1 | $151K | Hold |
863
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $146K | Hold |
863
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $128K | Hold |
863
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $121K | Sell |
863
-100
| -10% | -$14K | 0.05% | 149 |
|
|
2021
Q1 | $120K | Hold |
963
| – | – | 0.05% | 141 |
|
|
2020
Q4 | $119K | Hold |
963
| – | – | 0.06% | 134 |
|
|
2020
Q3 | $102K | Hold |
963
| – | – | 0.06% | 131 |
|
|
2020
Q2 | $94K | Hold |
963
| – | – | 0.05% | 137 |
|
|
2020
Q1 | $78K | Hold |
963
| – | – | 0.05% | 139 |
|
|
2019
Q4 | $92K | Hold |
963
| – | – | 0.05% | 147 |
|
|
2019
Q3 | $86K | Hold |
963
| – | – | 0.05% | 152 |
|
|
2019
Q2 | $84K | Hold |
963
| – | – | 0.05% | 152 |
|
|
2019
Q1 | $75K | Hold |
963
| – | – | 0.05% | 156 |
|
|
2018
Q4 | $71K | Sell |
963
-418
| -30% | -$30.8K | 0.05% | 149 |
|
|
2018
Q3 | $103K | Buy |
1,381
+73
| +6% | +$5.43K | 0.06% | 144 |
|
|
2018
Q2 | $85.4K | Hold |
1,308
| – | – | 0.05% | 153 |
|
|
2018
Q1 | $89.9K | Sell |
1,308
-100
| -7% | -$6.87K | 0.05% | 154 |
|
|
2017
Q4 | $89.1K | Buy |
1,408
+100
| +8% | +$6.33K | 0.05% | 142 |
|
|
2017
Q3 | $80.5K | Hold |
1,308
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $74.9K | Hold |
1,308
| – | – | 0.05% | 159 |
|
|
2017
Q1 | $74K | Hold |
1,308
| – | – | 0.05% | 158 |
|
|
2016
Q4 | $68K | Buy |
1,308
+150
| +13% | +$7.79K | 0.05% | 164 |
|
|
2016
Q3 | $58.9K | Buy |
1,158
+243
| +27% | +$12.4K | 0.04% | 167 |
|
|
2016
Q2 | $43.6K | Buy |
+915
| New | +$43.6K | 0.03% | 173 |
|