EverSource 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 | $1.07M | Buy |
|
|||||
|
2025
Q1 | $987K | Buy |
|
|||||
|
2024
Q4 | $601K | Buy |
|
|||||
|
2024
Q3 | $440K | Buy |
|
|||||
|
2024
Q2 | $389K | Buy |
|
|||||
|
2024
Q1 | $248K | Buy |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2023
Q3 | $203K | Buy |
|
|||||
|
2023
Q2 | $188K | Buy |
|
|||||
|
2023
Q1 | $158K | Buy |
|
|||||
|
2022
Q4 | $142K | Sell |
|
|||||
|
2022
Q3 | $149K | Sell |
|
|||||
|
2022
Q2 | $148K | Buy |
|
|||||
|
2022
Q1 | $108K | Buy |
|
|||||
|
2021
Q4 | $52K | Buy |
|