DWM
Dakota Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
84,309
-9,887
| -10% | -$3.17M | 0.57% | 38 |
|
|
2025
Q1 | $32.5M | Buy |
94,196
+3,583
| +4% | +$1.24M | 0.76% | 25 |
|
|
2024
Q4 | $25.7M | Buy |
90,613
+4,016
| +5% | +$1.14M | 0.59% | 36 |
|
|
2024
Q3 | $24.4M | Buy |
86,597
+12,696
| +17% | +$3.57M | 0.55% | 36 |
|
|
2024
Q2 | $19.2M | Buy |
73,901
+21,392
| +41% | +$5.55M | 0.45% | 42 |
|
|
2024
Q1 | $13.1M | Buy |
52,509
+46,499
| +774% | +$11.6M | 0.33% | 71 |
|
|
2023
Q4 | $1.35M | Sell |
6,010
-38,079
| -86% | -$8.56M | 0.05% | 268 |
|
|
2023
Q3 | $10M | Sell |
44,089
-1,649
| -4% | -$376K | 0.44% | 64 |
|
|
2023
Q2 | $10M | Buy |
45,738
+11,844
| +35% | +$2.6M | 0.47% | 55 |
|
|
2023
Q1 | $6.48M | Buy |
33,894
+30,549
| +913% | +$5.84M | 0.43% | 62 |
|
|
2022
Q4 | $631K | Buy |
+3,345
| New | +$631K | 0.04% | 306 |
|
|
2020
Q2 | – | Sell |
-9,638
| Closed | -$786K | – | 271 |
|
|
2020
Q1 | $786K | Buy |
9,638
+778
| +9% | +$63.4K | 0.17% | 120 |
|
|
2019
Q4 | $844K | Buy |
8,860
+1,462
| +20% | +$139K | 0.14% | 145 |
|
|
2019
Q3 | $663K | Buy |
7,398
+2,449
| +49% | +$219K | 0.11% | 162 |
|
|
2019
Q2 | $434K | Sell |
4,949
-2,154
| -30% | -$189K | 0.08% | 188 |
|
|
2019
Q1 | $555K | Buy |
+7,103
| New | +$555K | 0.11% | 168 |
|
|
2018
Q3 | – | Sell |
-3,865
| Closed | -$252K | – | 283 |
|
|
2018
Q2 | $252K | Buy |
+3,865
| New | +$252K | 0.07% | 180 |
|