WrapManager Inc’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,547
| Closed | -$495K | – | 155 |
|
|
2025
Q2 | $495K | Sell |
1,547
-231
| -13% | -$76.1K | 0.12% | 121 |
|
|
2025
Q1 | $614K | Sell |
1,778
-119
| -6% | -$37.6K | 0.16% | 100 |
|
|
2024
Q4 | $538K | Sell |
1,897
-1,292
| -41% | -$376K | 0.14% | 115 |
|
|
2024
Q3 | $897K | Sell |
3,189
-305
| -9% | -$86K | 0.23% | 89 |
|
|
2024
Q2 | $906K | Sell |
3,494
-341
| -9% | -$84.6K | 0.25% | 83 |
|
|
2024
Q1 | $959K | Sell |
3,835
-100
| -3% | -$24K | 0.27% | 82 |
|
|
2023
Q4 | $885K | Buy |
3,935
+252
| +7% | +$59.7K | 0.26% | 89 |
|
|
2023
Q3 | $839K | Sell |
3,683
-145
| -4% | -$32.5K | 0.27% | 85 |
|
|
2023
Q2 | $841K | Sell |
3,828
-477
| -11% | -$99.3K | 0.26% | 90 |
|
|
2023
Q1 | $824K | Buy |
4,305
+302
| +8% | +$57.3K | 0.25% | 96 |
|
|
2022
Q4 | $755K | Sell |
4,003
-104
| -3% | -$19.5K | 0.24% | 101 |
|
|
2022
Q3 | $703K | Sell |
4,107
-169
| -4% | -$30K | 0.24% | 101 |
|
|
2022
Q2 | $697K | Sell |
4,276
-1
| -0% | -$166 | 0.22% | 101 |
|
|
2022
Q1 | $747K | Buy |
4,277
+224
| +6% | +$35.7K | 0.2% | 114 |
|
|
2021
Q4 | $688K | Buy |
4,053
+196
| +5% | +$32K | 0.17% | 124 |
|
|
2021
Q3 | $573K | Sell |
3,857
-20
| -0.5% | -$2.86K | 0.15% | 142 |
|
|
2021
Q2 | $543K | Buy |
3,877
+485
| +14% | +$68.5K | 0.14% | 153 |
|
|
2021
Q1 | $423K | Buy |
3,392
+131
| +4% | +$15.8K | 0.12% | 168 |
|
|
2020
Q4 | $403K | Sell |
3,261
-72
| -2% | -$8.2K | 0.12% | 166 |
|
|
2020
Q3 | $352K | Sell |
3,333
-181
| -5% | -$18.8K | 0.12% | 170 |
|
|
2020
Q2 | $343K | Buy |
3,514
+52
| +2% | +$4.61K | 0.13% | 167 |
|
|
2020
Q1 | $282K | Buy |
3,462
+334
| +11% | +$32K | 0.13% | 166 |
|
|
2019
Q4 | $298K | Buy |
3,128
+95
| +3% | +$8.7K | 0.09% | 216 |
|
|
2019
Q3 | $272K | Buy |
3,033
+207
| +7% | +$18.6K | 0.09% | 228 |
|
|
2019
Q2 | $248K | Buy |
2,826
+232
| +9% | +$19.4K | 0.08% | 243 |
|
|
2019
Q1 | $203K | Buy |
+2,594
| New | +$200K | 0.07% | 268 |
|
|
2018
Q4 | – | Sell |
-3,272
| Closed | -$244K | – | 261 |
|
|
2018
Q3 | $244K | Buy |
3,272
+18
| +0.6% | +$1.29K | 0.08% | 266 |
|
|
2018
Q2 | $212K | Buy |
+3,254
| New | +$220K | 0.07% | 259 |
|
Other funds holding AJG
