BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $158K | Buy |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $65K | Sell |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $46K | Hold |
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|
2018
Q2 | $40K | Buy |
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