Accurate Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Buy |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $930K | Buy |
|
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|
2024
Q3 | $872K | Sell |
|
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|
2024
Q2 | $858K | Sell |
|
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|
2024
Q1 | $751K | Sell |
|
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|
2023
Q4 | $737K | Sell |
|
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|
2023
Q3 | $803K | Buy |
|
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|
2023
Q2 | $635K | Buy |
|
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|
2023
Q1 | $560K | Buy |
|
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|
2022
Q4 | $479K | Sell |
|
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $343K | Sell |
|
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $589K | Buy |
|