Coldstream Capital Management’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
Q2 | $4.39M | Buy |
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|
2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $3.12M | Buy |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $909K | Sell |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $848K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $302K | Sell |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $221K | Buy |
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|
2017
Q2 | $202K | Buy |
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