Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $527K | Sell |
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2024
Q2 | $492K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $952K | Sell |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $701K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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