Y-Intercept (HK)’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 | $4.25M | Buy |
+13,265
| New | +$4.25M | 0.1% | 276 |
|
2025
Q1 | – | Sell |
-1,236
| Closed | -$351K | – | 1157 |
|
2024
Q4 | $351K | Sell |
1,236
-33,349
| -96% | -$9.47M | 0.02% | 881 |
|
2024
Q3 | $9.73M | Buy |
+34,585
| New | +$9.73M | 0.6% | 13 |
|
2024
Q2 | – | Sell |
-8,543
| Closed | -$2.14M | – | 1348 |
|
2024
Q1 | $2.14M | Sell |
8,543
-2,769
| -24% | -$692K | 0.16% | 156 |
|
2023
Q4 | $2.54M | Buy |
+11,312
| New | +$2.54M | 0.24% | 97 |
|
2023
Q2 | – | Sell |
-2,885
| Closed | -$552K | – | 1233 |
|
2023
Q1 | $552K | Buy |
+2,885
| New | +$552K | 0.06% | 475 |
|
2022
Q4 | – | Sell |
-7,479
| Closed | -$1.28M | – | 966 |
|
2022
Q3 | $1.28M | Buy |
+7,479
| New | +$1.28M | 0.13% | 238 |
|
2021
Q4 | – | Sell |
-5,303
| Closed | -$788K | – | 559 |
|
2021
Q3 | $788K | Sell |
5,303
-107
| -2% | -$15.9K | 0.14% | 228 |
|
2021
Q2 | $758K | Buy |
+5,410
| New | +$758K | 0.19% | 154 |
|
2021
Q1 | – | Sell |
-4,392
| Closed | -$535K | – | 605 |
|
2020
Q4 | $535K | Buy |
+4,392
| New | +$535K | 0.23% | 134 |
|