Clearstead Advisors’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 | $3.6M | Buy |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $76.5K | Buy |
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|
2022
Q4 | $46.9K | Hold |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $39K | Sell |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $3K | Buy |
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