Cabot 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 | $1.99M | Hold |
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|
2025
Q2 | $2.05M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.85M | Hold |
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|
2024
Q3 | $1.83M | Hold |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.87M | Hold |
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|
2023
Q2 | $1.8M | Hold |
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|
2023
Q1 | $1.57M | Hold |
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|
2022
Q4 | $1.55M | Hold |
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.8M | Hold |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $242K | Buy |
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