BerganKDV Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$136K	Hold	618	–	–	0.01%	267
2023 Q1	$118K	Hold	618	–	–	0.01%	296
2022 Q4	$117K	Hold	618	–	–	0.01%	288
2022 Q3	$106K	Hold	618	–	–	0.01%	278
2022 Q2	$101K	Hold	618	–	–	0.01%	299
2022 Q1	$108K	Sell	618 -316	-34%	-$55.2K	0.01%	303
2021 Q4	$158K	Buy	934 +316	+51%	+$53.5K	0.02%	281
2021 Q3	$92K	Hold	618	–	–	0.01%	333
2021 Q2	$87K	Hold	618	–	–	0.01%	324
2021 Q1	$77K	Hold	618	–	–	0.01%	325
2020 Q4	$76K	Hold	618	–	–	0.01%	306
2020 Q3	$65K	Sell	618 -96	-13%	-$10.1K	0.01%	308
2020 Q2	$70K	Buy	714 +96	+16%	+$9.41K	0.01%	311
2020 Q1	$50K	Hold	618	–	–	0.01%	319
2019 Q4	$59K	Hold	618	–	–	0.01%	327
2019 Q3	$55K	Hold	618	–	–	0.01%	319
2019 Q2	$54K	Hold	618	–	–	0.01%	318
2019 Q1	$48K	Hold	618	–	–	0.01%	341
2018 Q4	$46K	Hold	618	–	–	0.01%	305
2018 Q3	$46K	Hold	618	–	–	0.01%	333
2018 Q2	$40K	Buy	+618	New	+$40K	0.01%	344