Woodward Diversified Capital’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 | $874K | Buy |
2,731
+1,041
| +62% | +$333K | 0.44% | 61 |
|
|
2025
Q1 | $583K | Sell |
1,690
-506
| -23% | -$175K | 0.41% | 58 |
|
|
2024
Q4 | $623K | Sell |
2,196
-1,747
| -44% | -$496K | 0.46% | 48 |
|
|
2024
Q3 | $1.11M | Sell |
3,943
-88
| -2% | -$24.8K | 0.7% | 39 |
|
|
2024
Q2 | $1.05M | Buy |
4,031
+659
| +20% | +$171K | 0.61% | 43 |
|
|
2024
Q1 | $843K | Buy |
3,372
+160
| +5% | +$40K | 0.52% | 53 |
|
|
2023
Q4 | $722K | Sell |
3,212
-111
| -3% | -$25K | 0.45% | 59 |
|
|
2023
Q3 | $757K | Buy |
3,323
+356
| +12% | +$81.1K | 0.55% | 55 |
|
|
2023
Q2 | $651K | Sell |
2,967
-168
| -5% | -$36.9K | 0.49% | 57 |
|
|
2023
Q1 | $600K | Buy |
3,135
+37
| +1% | +$7.08K | 0.47% | 57 |
|
|
2022
Q4 | $584K | Buy |
3,098
+254
| +9% | +$47.9K | 0.47% | 56 |
|
|
2022
Q3 | $487K | Sell |
2,844
-241
| -8% | -$41.3K | 0.4% | 61 |
|
|
2022
Q2 | $503K | Buy |
3,085
+21
| +0.7% | +$3.42K | 0.38% | 68 |
|
|
2022
Q1 | $535K | Buy |
3,064
+134
| +5% | +$23.4K | 0.35% | 79 |
|
|
2021
Q4 | $497K | Buy |
2,930
+362
| +14% | +$61.4K | 0.29% | 86 |
|
|
2021
Q3 | $382K | Buy |
2,568
+243
| +10% | +$36.1K | 0.24% | 109 |
|
|
2021
Q2 | $326K | Buy |
2,325
+111
| +5% | +$15.6K | 0.19% | 131 |
|
|
2021
Q1 | $276K | Sell |
2,214
-324
| -13% | -$40.4K | 0.16% | 150 |
|
|
2020
Q4 | $314K | Buy |
+2,538
| New | +$314K | 0.2% | 112 |
|