Forte Capital’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 | $1.27M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $918K | Buy |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $204K | Buy |
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