Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.54M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Sell |
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|
2020
Q3 | $761 | Sell |
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|
2020
Q2 | $909 | Sell |
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|
2020
Q1 | $1.06K | Hold |
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|
2019
Q4 | $1.41K | Buy |
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