Dakota 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
$27M Sell
2025
Q1
$32.5M Buy
2024
Q4
$25.7M Buy
2024
Q3
$24.4M Buy
2024
Q2
$19.2M Buy
2024
Q1
$13.1M Buy
2023
Q4
$1.35M Sell
2023
Q3
$10M Sell
2023
Q2
$10M Buy
2023
Q1
$6.48M Buy
2022
Q4
$631K Buy
2020
Q2
Sell
2020
Q1
$786K Buy
2019
Q4
$844K Buy
2019
Q3
$663K Buy
2019
Q2
$434K Sell
2019
Q1
$555K Buy
2018
Q3
Sell
2018
Q2
$252K Buy