Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $55K | Sell |
195
-55
| -22% | -$15.5K | 0.05% | 239 |
|
|
2024
Q3 | $70K | Sell |
250
-1,949
| -89% | -$546K | 0.05% | 266 |
|
|
2024
Q2 | $570K | Buy |
2,199
+253
| +13% | +$65.6K | 0.05% | 273 |
|
|
2024
Q1 | $487K | Buy |
1,946
+177
| +10% | +$44.3K | 0.04% | 292 |
|
|
2023
Q4 | $398K | Sell |
1,769
-147
| -8% | -$33.1K | 0.04% | 308 |
|
|
2023
Q3 | $437K | Buy |
1,916
+348
| +22% | +$79.4K | 0.05% | 277 |
|
|
2023
Q2 | $344K | Buy |
1,568
+71
| +5% | +$15.6K | 0.03% | 311 |
|
|
2023
Q1 | $286K | Buy |
1,497
+290
| +24% | +$55.4K | 0.04% | 281 |
|
|
2022
Q4 | $228K | Buy |
+1,207
| New | +$228K | 0.03% | 333 |
|