Ascent Wealth Partners’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 | $7.61M | Sell |
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|
2025
Q2 | $7.95M | Buy |
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|
2025
Q1 | $8.54M | Buy |
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|
2024
Q4 | $7M | Sell |
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|
2024
Q3 | $6.98M | Buy |
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|
2024
Q2 | $4.93M | Buy |
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|
2024
Q1 | $804K | Hold |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $522K | Hold |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $451K | Hold |
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|
2022
Q1 | $483K | Hold |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $639K | Buy |
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