TRINITYPOINT WEALTH, LLC – Arthur J. Gallagher & Co. Transaction History
TRINITYPOINT WEALTH, LLC portfolio value:
$677,000
portfolio value
TRINITYPOINT 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 | Increase | +5.10% | 192 shares | 64K | $171.22 | 3.95K |
| Q2 2022 | share | Increase | +7.42% | 260 shares | 2K | $163.04 | 3.76K |
| Q1 2022 | share | Increase | +1.86% | 64 shares | 28K | $174.6 | 3.50K |
| Q4 2021 | share | Increase | +1.51% | 51 shares | 80K | $168.76 | 3.43K |
| Q3 2021 | share | Increase | +2.98% | 98 shares | 42K | $148.22 | 3.38K |
| Q2 2021 | share | Decrease | -25.22% | -1.10K shares | -88K | $139.22 | 3.28K |
| Q1 2021 | share | Decrease | -1.37% | -61 shares | 25K | $123.59 | 4.39K |
| Q4 2020 | share | Increase | +2.04% | 89 shares | 63K | $122.06 | 4.45K |
| Q3 2020 | share | Increase | +4.55% | 190 shares | 53K | $103.77 | 4.37K |
| Q2 2020 | share | Increase | +0.89% | 37 shares | 70K | $95.4 | 4.18K |
| Q1 2020 | share | Increase | +11.07% | 413 shares | -17K | $79.4 | 4.14K |
| Q4 2019 | share | Increase | +5.73% | 202 shares | 35K | $92.36 | 3.73K |
| Q3 2019 | share | Increase | +13.55% | 421 shares | 33K | $86.47 | 3.52K |
| Q2 2019 | share | Increase | +4.86% | 144 shares | 56K | $84.16 | 3.10K |
| Q1 2019 | share | Increase | 0.00% | 2.96K shares | 231K | $74.67 | 2.96K |