Capital Asset Advisory Services’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 | $500K | Sell |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $850K | Sell |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $738K | Sell |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $735K | Buy |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $326K | Buy |
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