GoalVest Advisory’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 | $35.6K | Hold |
|
|||||
|
2025
Q2 | $36.8K | Sell |
|
|||||
|
2025
Q1 | $40.7K | Sell |
|
|||||
|
2024
Q4 | $45.4K | Hold |
|
|||||
|
2024
Q3 | $45K | Hold |
|
|||||
|
2024
Q2 | $41.5K | Sell |
|
|||||
|
2024
Q1 | $52K | Buy |
|
|||||
|
2023
Q4 | $40.9K | Sell |
|
|||||
|
2023
Q3 | $100K | Buy |
|
|||||
|
2023
Q2 | $56.6K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $16K | Buy |
|