Creative Planning’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 | $22.3M | Buy |
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|
2025
Q2 | $22.2M | Sell |
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|
2025
Q1 | $24.3M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $11.3M | Sell |
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|
2023
Q3 | $11.5M | Sell |
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|
2023
Q2 | $17.1M | Buy |
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|
2023
Q1 | $8.82M | Sell |
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|
2022
Q4 | $8.77M | Sell |
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|
2022
Q3 | $8.15M | Buy |
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|
2022
Q2 | $7.65M | Buy |
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|
2022
Q1 | $8.13M | Buy |
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|
2021
Q4 | $7.58M | Sell |
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|
2021
Q3 | $6.78M | Sell |
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|
2021
Q2 | $6.46M | Sell |
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|
2021
Q1 | $7.51M | Sell |
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|
2020
Q4 | $8.15M | Buy |
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|
2020
Q3 | $6.19M | Buy |
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|
2020
Q2 | $5.4M | Sell |
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|
2020
Q1 | $4.71M | Sell |
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|
2019
Q4 | $5.56M | Buy |
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|
2019
Q3 | $4.38M | Buy |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $2.13M | Sell |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $1.37M | Buy |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $235K | Buy |
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|
2017
Q1 | $145K | Sell |
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|
2016
Q4 | $191K | Buy |
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|
2016
Q3 | $164K | Buy |
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|
2016
Q2 | $109K | Buy |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q4 | $35K | Buy |
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|
2015
Q3 | $15K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $39K | Buy |
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|
2014
Q4 | $14K | Sell |
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|
2014
Q3 | $65K | Buy |
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|
2014
Q2 | $19K | Buy |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $14K | Sell |
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|
2013
Q3 | $15K | Sell |
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|
2013
Q2 | $17K | Buy |
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