Avantax Planning 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
Q4 | $485K | Sell |
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|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $869K | Hold |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $982K | Hold |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $898K | Hold |
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|
2024
Q1 | $866K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Buy |
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