Allworth Financial’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
Q2 | $3.47M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.23M | Buy |
|
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $161K | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $193K | Sell |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $141K | Buy |
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|
2021
Q1 | $34K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $57K | Buy |
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