Heritage Wealth Advisors’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 | $464K | Hold |
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|
2025
Q2 | $480K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $187K | Hold |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $156K | Hold |
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|
2020
Q2 | $144K | Hold |
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|
2020
Q1 | $120K | Hold |
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|
2019
Q4 | $141K | Sell |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $138K | Hold |
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|
2019
Q1 | $123K | Buy |
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|
2018
Q4 | $108K | Hold |
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|
2018
Q3 | $109K | Buy |
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