Westshore Wealth’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 | $288K | Buy |
900
+100
| +13% | +$32K | 0.11% | 74 |
|
|
2025
Q1 | $276K | Hold |
800
| – | – | 0.12% | 73 |
|
|
2024
Q4 | $227K | Hold |
800
| – | – | 0.09% | 83 |
|
|
2024
Q3 | $225K | Hold |
800
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $207K | Sell |
800
-100
| -11% | -$25.9K | 0.09% | 89 |
|
|
2024
Q1 | $225K | Hold |
900
| – | – | 0.09% | 88 |
|
|
2023
Q4 | $202K | Sell |
900
-100
| -10% | -$22.5K | 0.09% | 91 |
|
|
2023
Q3 | $228K | Sell |
1,000
-1,100
| -52% | -$251K | 0.13% | 78 |
|
|
2023
Q2 | $461K | Sell |
2,100
-803
| -28% | -$176K | 0.24% | 37 |
|
|
2023
Q1 | $555K | Buy |
2,903
+903
| +45% | +$173K | 0.29% | 35 |
|
|
2022
Q4 | $377K | Hold |
2,000
| – | – | 0.21% | 56 |
|
|
2022
Q3 | $342K | Buy |
+2,000
| New | +$342K | 0.24% | 48 |
|