HBK Sorce 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 | $347K | Buy |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $333K | Buy |
|
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $459K | Hold |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $404K | Buy |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $220K | Buy |
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