Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,769
| Closed | -$219K | – | 296 |
|
|
2020
Q4 | $219K | Sell |
1,769
-185
| -9% | -$22.9K | 0.02% | 252 |
|
|
2020
Q3 | $206K | Sell |
1,954
-339
| -15% | -$35.7K | 0.02% | 212 |
|
|
2020
Q2 | $224K | Buy |
+2,293
| New | +$224K | 0.04% | 172 |
|
|
2020
Q1 | – | Sell |
-13,702
| Closed | -$1.31M | – | 242 |
|
|
2019
Q4 | $1.31M | Sell |
13,702
-922
| -6% | -$87.8K | 0.11% | 159 |
|
|
2019
Q3 | $1.31M | Sell |
14,624
-514
| -3% | -$46K | 0.12% | 147 |
|
|
2019
Q2 | $1.33M | Hold |
15,138
| – | – | 0.12% | 142 |
|
|
2019
Q1 | $1.18M | Sell |
15,138
-15,268
| -50% | -$1.19M | 0.11% | 157 |
|
|
2018
Q4 | $2.24M | Sell |
30,406
-972
| -3% | -$71.6K | 0.21% | 85 |
|
|
2018
Q3 | $2.34M | Buy |
31,378
+25,768
| +459% | +$1.92M | 0.19% | 83 |
|
|
2018
Q2 | $366K | Buy |
5,610
+150
| +3% | +$9.79K | 0.03% | 361 |
|
|
2018
Q1 | $375K | Hold |
5,460
| – | – | 0.03% | 396 |
|
|
2017
Q4 | $346K | Hold |
5,460
| – | – | 0.04% | 363 |
|
|
2017
Q3 | $336K | Buy |
+5,460
| New | +$336K | 0.05% | 302 |
|