WhitTier Trust Company’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 | $1.26M | Buy |
3,932
+45
| +1% | +$14.4K | 0.03% | 293 |
|
|
2025
Q1 | $1.34M | Sell |
3,887
-1,093
| -22% | -$377K | 0.03% | 272 |
|
|
2024
Q4 | $1.41M | Hold |
4,980
| – | – | 0.03% | 259 |
|
|
2024
Q3 | $1.4M | Sell |
4,980
-1,991
| -29% | -$560K | 0.04% | 255 |
|
|
2024
Q2 | $1.81M | Sell |
6,971
-1,079
| -13% | -$280K | 0.05% | 228 |
|
|
2024
Q1 | $2.01M | Buy |
8,050
+432
| +6% | +$108K | 0.06% | 221 |
|
|
2023
Q4 | $1.71M | Sell |
7,618
-136
| -2% | -$30.6K | 0.05% | 228 |
|
|
2023
Q3 | $1.77M | Buy |
7,754
+94
| +1% | +$21.4K | 0.06% | 221 |
|
|
2023
Q2 | $1.68M | Buy |
7,660
+85
| +1% | +$18.7K | 0.06% | 228 |
|
|
2023
Q1 | $1.45M | Sell |
7,575
-1,048
| -12% | -$200K | 0.05% | 241 |
|
|
2022
Q4 | $1.63M | Buy |
8,623
+249
| +3% | +$46.9K | 0.06% | 230 |
|
|
2022
Q3 | $1.43M | Sell |
8,374
-72
| -0.9% | -$12.3K | 0.06% | 232 |
|
|
2022
Q2 | $1.38M | Hold |
8,446
| – | – | 0.06% | 241 |
|
|
2022
Q1 | $1.48M | Hold |
8,446
| – | – | 0.05% | 242 |
|
|
2021
Q4 | $1.43M | Sell |
8,446
-88
| -1% | -$14.9K | 0.05% | 244 |
|
|
2021
Q3 | $1.27M | Buy |
8,534
+34
| +0.4% | +$5.05K | 0.05% | 244 |
|
|
2021
Q2 | $1.19M | Buy |
8,500
+72
| +0.9% | +$10.1K | 0.05% | 247 |
|
|
2021
Q1 | $1.05M | Hold |
8,428
| – | – | 0.05% | 251 |
|
|
2020
Q4 | $1.04M | Hold |
8,428
| – | – | 0.05% | 239 |
|
|
2020
Q3 | $889K | Sell |
8,428
-686
| -8% | -$72.4K | 0.05% | 237 |
|
|
2020
Q2 | $888K | Sell |
9,114
-355
| -4% | -$34.6K | 0.06% | 226 |
|
|
2020
Q1 | $772K | Buy |
9,469
+52
| +0.6% | +$4.24K | 0.06% | 217 |
|
|
2019
Q4 | $897K | Sell |
9,417
-57
| -0.6% | -$5.43K | 0.06% | 227 |
|
|
2019
Q3 | $848K | Hold |
9,474
| – | – | 0.06% | 227 |
|
|
2019
Q2 | $830K | Hold |
9,474
| – | – | 0.06% | 220 |
|
|
2019
Q1 | $740K | Sell |
9,474
-380
| -4% | -$29.7K | 0.05% | 230 |
|
|
2018
Q4 | $726K | Buy |
9,854
+73
| +0.7% | +$5.38K | 0.06% | 212 |
|
|
2018
Q3 | $728K | Sell |
9,781
-490
| -5% | -$36.5K | 0.05% | 226 |
|
|
2018
Q2 | $670K | Buy |
10,271
+145
| +1% | +$9.46K | 0.05% | 231 |
|
|
2018
Q1 | $696K | Sell |
10,126
-4,827
| -32% | -$332K | 0.06% | 229 |
|
|
2017
Q4 | $946K | Hold |
14,953
| – | – | 0.08% | 202 |
|
|
2017
Q3 | $920K | Sell |
14,953
-89
| -0.6% | -$5.48K | 0.09% | 195 |
|
|
2017
Q2 | $861K | Sell |
15,042
-2,899
| -16% | -$166K | 0.08% | 197 |
|
|
2017
Q1 | $1.02M | Buy |
17,941
+10,963
| +157% | +$620K | 0.1% | 180 |
|
|
2016
Q4 | $362K | Sell |
6,978
-399
| -5% | -$20.7K | 0.04% | 274 |
|
|
2016
Q3 | $375K | Sell |
7,377
-472
| -6% | -$24K | 0.04% | 262 |
|
|
2016
Q2 | $373K | Buy |
7,849
+907
| +13% | +$43.1K | 0.04% | 268 |
|
|
2016
Q1 | $309K | Buy |
6,942
+2,573
| +59% | +$115K | 0.04% | 286 |
|
|
2015
Q4 | $179K | Sell |
4,369
-788
| -15% | -$32.3K | 0.02% | 351 |
|
|
2015
Q3 | $213K | Buy |
5,157
+3,258
| +172% | +$135K | 0.03% | 333 |
|
|
2015
Q2 | $90K | Buy |
+1,899
| New | +$90K | 0.01% | 457 |
|