WAM
Wilson Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-70,248
| Closed | -$17.6M | – | 27 |
|
|
2024
Q1 | $17.6M | Sell |
70,248
-8,759
| -11% | -$2.19M | 4.54% | 12 |
|
|
2023
Q4 | $17.8M | Sell |
79,007
-4,403
| -5% | -$990K | 4.95% | 10 |
|
|
2023
Q3 | $19.2M | Hold |
83,410
| – | – | 5.52% | 8 |
|
|
2023
Q2 | $18.3M | Sell |
83,410
-21,279
| -20% | -$4.67M | 4.99% | 11 |
|
|
2023
Q1 | $20M | Hold |
104,689
| – | – | 5.55% | 6 |
|
|
2022
Q4 | $19.7M | Sell |
104,689
-15,307
| -13% | -$2.89M | 5.99% | 5 |
|
|
2022
Q3 | $20.5M | Hold |
119,996
| – | – | 6.92% | 3 |
|
|
2022
Q2 | $19.6M | Hold |
119,996
| – | – | 5.83% | 5 |
|
|
2022
Q1 | $21M | Buy |
+119,996
| New | +$21M | 5.23% | 8 |
|