Clifford Swan Investment Counsel’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 | $867K | Sell |
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|
2025
Q2 | $936K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $717K | Hold |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $554K | Hold |
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|
2022
Q1 | $594K | Hold |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $422K | Hold |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $342K | Hold |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $309K | Hold |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $203K | Buy |
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