Evercore 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 | $1.52M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $960K | Hold |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $860K | Hold |
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|
2022
Q1 | $920K | Buy |
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|
2021
Q4 | $893K | Hold |
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|
2021
Q3 | $783K | Hold |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $651K | Hold |
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|
2020
Q3 | $556K | Sell |
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|
2020
Q2 | $658K | Buy |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $668K | Hold |
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|
2019
Q3 | $629K | Sell |
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|
2019
Q2 | $686K | Hold |
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|
2019
Q1 | $613K | Buy |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $223K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $158K | Sell |
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|
2017
Q1 | $181K | Hold |
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|
2016
Q4 | $167K | Hold |
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|
2016
Q3 | $163K | Hold |
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|
2016
Q2 | $153K | Sell |
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|
2016
Q1 | $187K | Hold |
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|
2015
Q4 | $172K | Sell |
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|
2015
Q3 | $174K | Sell |
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|
2015
Q2 | $209K | Buy |
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|
2015
Q1 | $197K | Hold |
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|
2014
Q4 | $198K | Sell |
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|
2014
Q3 | $191K | Sell |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $262K | Sell |
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|
2013
Q4 | $321K | Buy |
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|
2013
Q3 | $278K | Sell |
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|
2013
Q2 | $295K | Buy |
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