Caldwell Trust’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 | $599K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $168K | Buy |
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|
2023
Q1 | $99.5K | Buy |
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|
2022
Q4 | $84.8K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $73.4K | Hold |
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|
2022
Q1 | $78.6K | Hold |
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|
2021
Q4 | $76.4K | Sell |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $87.7K | Hold |
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|
2020
Q1 | $73.4K | Hold |
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|
2019
Q4 | $85.7K | Buy |
|