Bogart Wealth LLC’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
$29K Buy
2025
Q2
$29K Buy
2025
Q1
$30.2K Hold
2024
Q4
$24.8K Buy
2024
Q3
$21.2K Hold
2024
Q2
$19.5K Hold
2024
Q1
$18.7K Sell
2023
Q4
$17.5K Buy
2023
Q3
$17K Buy
2023
Q2
$16.3K Hold
2023
Q1
$14.2K Buy
2022
Q4
$1.7K Buy
2022
Q3
$1K Sell
2022
Q2
$3K Buy