INSIGHT WEALTH STRATEGIES, LLC – Arthur J. Gallagher & Co. Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.69M
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $171.22 | 10.41K | |
| Q2 2022 | share | Decrease | -0.52% | -54 shares | -130K | $163.04 | 10.41K |
| Q1 2022 | share | Increase | +15.52% | 1.40K shares | 290K | $174.6 | 10.46K |
| Q4 2021 | share | Increase | +8.09% | 678 shares | 291K | $168.76 | 9.05K |
| Q3 2021 | share | Increase | +5.42% | 431 shares | 132K | $148.22 | 8.38K |
| Q2 2021 | share | Decrease | -25.78% | -2.76K shares | -222K | $139.22 | 7.94K |
| Q1 2021 | share | Increase | +95.01% | 5.21K shares | 657K | $123.59 | 10.71K |
| Q4 2020 | share | Increase | +8.58% | 434 shares | 145K | $122.06 | 5.49K |
| Q3 2020 | share | Increase | +102.40% | 2.55K shares | 290K | $103.77 | 5.05K |
| Q2 2020 | share | Increase | 0.00% | 2.49K shares | 244K | $95.4 | 2.49K |
| Q1 2020 | share | Decrease | -100.00% | -5.54K shares | -528K | $79.4 | 0 |
| Q4 2019 | share | Decrease | -0.32% | -18 shares | 30K | $92.36 | 5.54K |
| Q3 2019 | share | Increase | +9.72% | 493 shares | 54K | $86.47 | 5.56K |
| Q2 2019 | share | Increase | 0.00% | 5.07K shares | 444K | $84.16 | 5.07K |