WR Wealth Planners’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 | $35.2K | Buy |
124
+21
| +20% | +$5.96K | 0.01% | 366 |
|
|
2024
Q3 | $29K | Buy |
103
+20
| +24% | +$5.63K | 0.01% | 424 |
|
|
2024
Q2 | $21.5K | Buy |
83
+5
| +6% | +$1.3K | 0.01% | 436 |
|
|
2024
Q1 | $19.5K | Buy |
+78
| New | +$19.5K | 0.01% | 457 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$13.9K | – | 208 |
|
|
2023
Q3 | $13.9K | Hold |
61
| – | – | 0.01% | 487 |
|
|
2023
Q2 | $13.4K | Sell |
61
-4
| -6% | -$878 | 0.01% | 499 |
|
|
2023
Q1 | $12.4K | Buy |
+65
| New | +$12.4K | 0.01% | 501 |
|