Caldwell Trust’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
1,998
+54
|
|
||||
|
2025
Q1 | $671K | Buy |
1,944
+264
|
|
||||
|
2024
Q4 | $477K | Buy |
1,680
+142
|
|
||||
|
2024
Q3 | $433K | Buy |
1,538
+136
|
|
||||
|
2024
Q2 | $364K | Buy |
1,402
+32
|
|
||||
|
2024
Q1 | $343K | Buy |
1,370
+274
|
|
||||
|
2023
Q4 | $246K | Buy |
1,096
+55
|
|
||||
|
2023
Q3 | $237K | Buy |
1,041
+275
|
|
||||
|
2023
Q2 | $168K | Buy |
766
+246
|
|
||||
|
2023
Q1 | $99.5K | Buy |
520
+70
|
|
||||
|
2022
Q4 | $84.8K | Hold |
450
|
|
||||
|
2022
Q3 | $77K | Hold |
450
|
|
||||
|
2022
Q2 | $73.4K | Hold |
450
|
|
||||
|
2022
Q1 | $78.6K | Hold |
450
|
|
||||
|
2021
Q4 | $76.4K | Sell |
450
-450
|
|
||||
|
2021
Q3 | $134K | Hold |
900
|
|
||||
|
2021
Q2 | $126K | Hold |
900
|
|
||||
|
2021
Q1 | $112K | Hold |
900
|
|
||||
|
2020
Q4 | $111K | Hold |
900
|
|
||||
|
2020
Q3 | $95K | Hold |
900
|
|
||||
|
2020
Q2 | $87.7K | Hold |
900
|
|
||||
|
2020
Q1 | $73.4K | Hold |
900
|
|
||||
|
2019
Q4 | $85.7K | Buy |
+900
|
|