Beacon Pointe Advisors’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 | $44.9M | Sell |
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|
2025
Q1 | $48.5M | Buy |
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|
2024
Q4 | $39.8M | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $771K | Sell |
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|
2024
Q1 | $32.4M | Sell |
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|
2023
Q4 | $29.3M | Sell |
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|
2023
Q3 | $29.9M | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $281K | Buy |
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