Congress Wealth 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 | $22.9M | Sell |
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|
2025
Q1 | $24.9M | Buy |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $9.96M | Buy |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $519K | Buy |
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