EverSource Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,333
+475
| +17% | +$152K | 0.05% | 261 |
|
|
2025
Q1 | $987K | Buy |
2,858
+742
| +35% | +$256K | 0.05% | 250 |
|
|
2024
Q4 | $601K | Buy |
2,116
+554
| +35% | +$157K | 0.03% | 333 |
|
|
2024
Q3 | $440K | Buy |
1,562
+188
| +14% | +$52.9K | 0.03% | 355 |
|
|
2024
Q2 | $389K | Buy |
1,374
+319
| +30% | +$90.4K | 0.03% | 364 |
|
|
2024
Q1 | $248K | Buy |
1,055
+95
| +10% | +$22.3K | 0.02% | 432 |
|
|
2023
Q4 | $216K | Buy |
960
+70
| +8% | +$15.7K | 0.02% | 417 |
|
|
2023
Q3 | $203K | Buy |
890
+35
| +4% | +$7.98K | 0.02% | 393 |
|
|
2023
Q2 | $188K | Buy |
855
+32
| +4% | +$7.03K | 0.02% | 409 |
|
|
2023
Q1 | $158K | Buy |
823
+71
| +9% | +$13.6K | 0.02% | 418 |
|
|
2022
Q4 | $142K | Sell |
752
-116
| -13% | -$21.9K | 0.02% | 419 |
|
|
2022
Q3 | $149K | Sell |
868
-36
| -4% | -$6.18K | 0.03% | 343 |
|
|
2022
Q2 | $148K | Buy |
904
+285
| +46% | +$46.7K | 0.04% | 300 |
|
|
2022
Q1 | $108K | Buy |
619
+317
| +105% | +$55.3K | 0.03% | 321 |
|
|
2021
Q4 | $52K | Buy |
+302
| New | +$52K | 0.01% | 419 |
|