Biltmore Family Office’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 | $465K | Hold |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $690K | Hold |
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|
2024
Q4 | $568K | Hold |
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|
2024
Q3 | $563K | Hold |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $495K | Hold |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $476K | Hold |
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|
2019
Q3 | $448K | Buy |
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|
2019
Q2 | $219K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $241K | Buy |
|