TRANSFORM WEALTH, LLC – Arthur J. Gallagher & Co. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$201,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
+5.02%
quarter
Arthur J. Gallagher & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -30.16% | -507 shares | -73K | $171.22 | 1.17K |
| Q2 2022 | share | Decrease | -5.35% | -95 shares | -36K | $163.04 | 1.68K |
| Q1 2022 | share | Decrease | -22.41% | -513 shares | -78K | $174.6 | 1.77K |
| Q4 2021 | share | Decrease | -14.08% | -375 shares | -8K | $168.76 | 2.28K |
| Q3 2021 | share | Decrease | -10.81% | -323 shares | -22K | $148.22 | 2.66K |
| Q2 2021 | share | Increase | +0.40% | 12 shares | 47K | $139.22 | 2.98K |
| Q1 2021 | share | Decrease | -1.88% | -57 shares | -4K | $123.59 | 2.97K |
| Q4 2020 | share | Increase | +1.37% | 41 shares | 59K | $122.06 | 3.03K |
| Q3 2020 | share | Decrease | -1.93% | -59 shares | 19K | $103.77 | 2.99K |
| Q2 2020 | share | Increase | +6.01% | 173 shares | 62K | $95.4 | 3.05K |
| Q1 2020 | share | Decrease | -18.98% | -674 shares | -103K | $79.4 | 2.87K |
| Q4 2019 | share | Increase | 0.00% | 3.55K shares | 338K | $92.36 | 3.55K |
| Q3 2019 | share | Decrease | -48.73% | -3.29K shares | -281K | $86.47 | 3.47K |
| Q2 2019 | share | Increase | 0.00% | 6.77K shares | 592K | $84.16 | 6.77K |