Western Wealth Management’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 | $482K | Hold |
1,507
| – | – | 0.03% | 421 |
|
|
2025
Q1 | $520K | Sell |
1,507
-22
| -1% | -$7.6K | 0.03% | 378 |
|
|
2024
Q4 | $434K | Buy |
1,529
+162
| +12% | +$46K | 0.03% | 417 |
|
|
2024
Q3 | $385K | Buy |
1,367
+59
| +5% | +$16.6K | 0.02% | 519 |
|
|
2024
Q2 | $339K | Hold |
1,308
| – | – | 0.03% | 455 |
|
|
2024
Q1 | $327K | Hold |
1,308
| – | – | 0.03% | 480 |
|
|
2023
Q4 | $294K | Buy |
1,308
+11
| +0.8% | +$2.47K | 0.02% | 555 |
|
|
2023
Q3 | $296K | Buy |
1,297
+22
| +2% | +$5.01K | 0.03% | 513 |
|
|
2023
Q2 | $280K | Hold |
1,275
| – | – | 0.02% | 519 |
|
|
2023
Q1 | $244K | Hold |
1,275
| – | – | 0.02% | 552 |
|
|
2022
Q4 | $240K | Sell |
1,275
-1,453
| -53% | -$274K | 0.02% | 524 |
|
|
2022
Q3 | $467K | Buy |
+2,728
| New | +$467K | 0.03% | 509 |
|