Colonial Trust 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
Q2 | $675K | Hold |
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|
2025
Q1 | $728K | Hold |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $594K | Hold |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $476K | Hold |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $328K | Hold |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $1.3M | Hold |
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|
2018
Q3 | $1.31M | Hold |
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|
2018
Q2 | $1.15M | Hold |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.08M | Hold |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $916K | Hold |
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|
2016
Q4 | $863K | Hold |
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|
2016
Q3 | $845K | Hold |
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|
2016
Q2 | $791K | Hold |
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|
2016
Q1 | $739K | Hold |
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|
2015
Q4 | $680K | Hold |
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|
2015
Q3 | $686K | Hold |
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|
2015
Q2 | $786K | Hold |
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|
2015
Q1 | $777K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $753K | Hold |
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|
2014
Q2 | $774K | Hold |
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|
2014
Q1 | $790K | Hold |
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|
2013
Q4 | $780K | Hold |
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|
2013
Q3 | $725K | Hold |
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|
2013
Q2 | $726K | Buy |
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