Baker Tilly Wealth Management’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 | $320K | Buy |
|
|||||
|
2025
Q2 | $254K | Sell |
|
|||||
|
2025
Q1 | $277K | Buy |
|
|||||
|
2024
Q4 | $216K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $344K | Sell |
|
|||||
|
2023
Q1 | $301K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $796K | Buy |
|
|||||
|
2021
Q3 | $526K | Buy |
|
|||||
|
2021
Q2 | $440K | Sell |
|
|||||
|
2021
Q1 | $485K | Buy |
|
|||||
|
2020
Q4 | $383K | Buy |
|