Diversified Trust’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 | $205K | Buy |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $669K | Buy |
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|
2024
Q3 | $629K | Sell |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $961K | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $964K | Buy |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $405K | Buy |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $377K | Hold |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $277K | Hold |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $245K | Buy |
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|
2016
Q3 | $240K | Sell |
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|
2016
Q2 | $307K | Hold |
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|
2016
Q1 | $287K | Hold |
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|
2015
Q4 | $264K | Sell |
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|
2015
Q3 | $301K | Sell |
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|
2015
Q2 | $369K | Sell |
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|
2015
Q1 | $435K | Sell |
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|
2014
Q4 | $490K | Buy |
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|
2014
Q2 | $615K | Buy |
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|
2013
Q4 | $652K | Sell |
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|
2013
Q3 | $622K | Buy |
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|
2013
Q2 | $614K | Buy |
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