Capital Advisors Inc’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
$311K Sell
2025
Q2
$323K Sell
2025
Q1
$349K Sell
2024
Q4
$289K Sell
2024
Q3
$290K Sell
2024
Q2
$272K Sell
2024
Q1
$271K Buy
2023
Q4
$218K Buy