EP Wealth Advisors’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 | $2.04M | Buy |
|
|||||
|
2025
Q1 | $715K | Buy |
|
|||||
|
2024
Q4 | $555K | Sell |
|
|||||
|
2024
Q3 | $614K | Buy |
|
|||||
|
2024
Q2 | $291K | Buy |
|
|||||
|
2024
Q1 | $231K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $304K | Buy |
|
|||||
|
2022
Q1 | $274K | Buy |
|
|||||
|
2021
Q4 | $246K | Sell |
|
|||||
|
2021
Q3 | $252K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $216K | Buy |
|
|||||
|
2017
Q3 | $207K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $584K | Buy |
|
|||||
|
2016
Q3 | $570K | Buy |
|
|||||
|
2016
Q2 | $527K | Hold |
|
|||||
|
2016
Q1 | $493K | Buy |
|