LEVY WEALTH MANAGEMENT GROUP, LLC – Arthur J. Gallagher & Co. Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$3.79M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | -16.83% | -4.48K shares | -551K | $171.22 | 22.17K |
| Q2 2022 | share | Increase | +10.80% | 2.6K shares | 146K | $163.04 | 26.66K |
| Q1 2022 | share | Increase | +0.30% | 73 shares | 131K | $174.6 | 24.06K |
| Q4 2021 | share | Decrease | -21.14% | -6.43K shares | -452K | $168.76 | 23.99K |
| Q3 2021 | share | Increase | +0.32% | 97 shares | 275K | $148.22 | 30.42K |
| Q2 2021 | share | Decrease | -10.34% | -3.49K shares | 28K | $139.22 | 30.32K |
| Q1 2021 | share | Decrease | -17.29% | -7.07K shares | -839K | $123.59 | 33.82K |
| Q4 2020 | share | Increase | 0.00% | 40.89K shares | 5.05M | $122.06 | 40.89K |