Beaird Harris 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 | $24.5K | Buy |
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|
2025
Q2 | $24.6K | Buy |
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|
2025
Q1 | $14.2K | Hold |
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|
2024
Q4 | $11.6K | Hold |
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|
2024
Q3 | $11.5K | Sell |
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|
2024
Q2 | $29.3K | Sell |
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|
2024
Q1 | $28.8K | Sell |
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|
2023
Q4 | $30.6K | Buy |
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|
2023
Q3 | $25.8K | Buy |
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|
2023
Q2 | $9K | Sell |
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|
2023
Q1 | $13.2K | Sell |
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|
2022
Q4 | $20.6K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $12K | Buy |
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