World Equity Group’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
$1.02M Sell
3,196
-111
-3% -$35.5K 0.28% 77
2025
Q1
$1.13M Buy
3,307
+195
+6% +$66.9K 0.32% 73
2024
Q4
$883K Buy
3,112
+137
+5% +$38.9K 0.19% 117
2024
Q3
$837K Buy
2,975
+115
+4% +$32.4K 0.3% 75
2024
Q2
$742K Sell
2,860
-2,460
-46% -$638K 0.22% 117
2024
Q1
$1.33M Sell
5,320
-100
-2% -$25K 0.27% 96
2023
Q4
$1.22M Sell
5,420
-894
-14% -$201K 0.24% 97
2023
Q3
$1.44M Buy
6,314
+3,156
+100% +$718K 0.3% 82
2023
Q2
$693K Buy
+3,158
New +$693K 0.2% 125
2023
Q1
Sell
-2,520
Closed -$475K 511
2022
Q4
$475K Buy
2,520
+900
+56% +$170K 0.11% 186
2022
Q3
$277K Buy
+1,620
New +$277K 0.07% 255