Geneos 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
Q3 | $8.57M | Sell |
|
|||||
|
2025
Q2 | $17.5M | Sell |
|
|||||
|
2025
Q1 | $34.1M | Buy |
|
|||||
|
2024
Q4 | $5.18M | Buy |
|
|||||
|
2024
Q3 | $5.05M | Buy |
|
|||||
|
2024
Q2 | $4.56M | Buy |
|
|||||
|
2024
Q1 | $4.34M | Buy |
|
|||||
|
2023
Q4 | $3.78M | Sell |
|
|||||
|
2023
Q3 | $3.95M | Sell |
|
|||||
|
2023
Q2 | $3.93M | Sell |
|
|||||
|
2023
Q1 | $3.48M | Sell |
|
|||||
|
2022
Q4 | $4.46M | Sell |
|
|||||
|
2022
Q3 | $4.09M | Sell |
|
|||||
|
2022
Q2 | $3.97M | Buy |
|
|||||
|
2022
Q1 | $4.08M | Buy |
|
|||||
|
2021
Q4 | $3.4M | Buy |
|
|||||
|
2021
Q3 | $2.94M | Buy |
|
|||||
|
2021
Q2 | $2.5M | Sell |
|
|||||
|
2021
Q1 | $2.81M | Sell |
|
|||||
|
2020
Q4 | $2.24M | Buy |
|
|||||
|
2020
Q3 | $1.98M | Buy |
|
|||||
|
2020
Q2 | $1.66M | Buy |
|
|||||
|
2020
Q1 | $13K | Hold |
|
|||||
|
2019
Q4 | $15K | Buy |
|
|||||
|
2019
Q3 | $14K | Buy |
|
|||||
|
2019
Q2 | $11K | Hold |
|
|||||
|
2019
Q1 | $10K | Sell |
|
|||||
|
2018
Q4 | $38K | Buy |
|
|||||
|
2018
Q3 | $34K | Hold |
|
|||||
|
2018
Q2 | $30K | Buy |
|
|||||
|
2018
Q1 | $32K | Hold |
|
|||||
|
2017
Q4 | $29K | Hold |
|
|||||
|
2017
Q3 | $28K | Buy |
|
|||||
|
2017
Q2 | $26K | Sell |
|
|||||
|
2017
Q1 | $80K | Buy |
|
|||||
|
2016
Q4 | $73K | Buy |
|
|||||
|
2016
Q3 | $69K | Buy |
|
|||||
|
2016
Q2 | $65K | Hold |
|
|||||
|
2016
Q1 | $60K | Buy |
|