Axxcess Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
6,967
-504
| -7% | -$161K | 0.05% | 266 |
|
|
2025
Q1 | $2.58M | Sell |
7,471
-1,349
| -15% | -$466K | 0.07% | 219 |
|
|
2024
Q4 | $2.5M | Buy |
8,820
+1,983
| +29% | +$563K | 0.06% | 234 |
|
|
2024
Q3 | $1.92M | Buy |
6,837
+751
| +12% | +$211K | 0.05% | 272 |
|
|
2024
Q2 | $1.58M | Buy |
6,086
+686
| +13% | +$178K | 0.04% | 292 |
|
|
2024
Q1 | $1.35M | Buy |
5,400
+221
| +4% | +$55.3K | 0.04% | 317 |
|
|
2023
Q4 | $1.16M | Sell |
5,179
-2,664
| -34% | -$599K | 0.03% | 326 |
|
|
2023
Q3 | $1.79M | Buy |
7,843
+4,458
| +132% | +$1.02M | 0.06% | 223 |
|
|
2023
Q2 | $743K | Sell |
3,385
-151
| -4% | -$33.2K | 0.05% | 274 |
|
|
2023
Q1 | $676K | Buy |
3,536
+57
| +2% | +$10.9K | 0.05% | 302 |
|
|
2022
Q4 | $656K | Buy |
3,479
+18
| +0.5% | +$3.39K | 0.05% | 302 |
|
|
2022
Q3 | $593K | Buy |
3,461
+113
| +3% | +$19.4K | 0.06% | 281 |
|
|
2022
Q2 | $546K | Buy |
3,348
+89
| +3% | +$14.5K | 0.05% | 289 |
|
|
2022
Q1 | $569K | Buy |
3,259
+70
| +2% | +$12.2K | 0.04% | 325 |
|
|
2021
Q4 | $541K | Buy |
+3,189
| New | +$541K | 0.04% | 336 |
|