Balboa 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
Q2 | $661K | Hold |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $610K | Sell |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $391K | Buy |
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