Heritage Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
1,498
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $517K | Hold |
1,498
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $425K | Hold |
1,498
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $421K | Hold |
1,498
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $388K | Hold |
1,498
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $375K | Hold |
1,498
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $337K | Hold |
1,498
| – | – | 0.02% | 170 |
|
|
2023
Q3 | $341K | Hold |
1,498
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $329K | Hold |
1,498
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $287K | Hold |
1,498
| – | – | 0.02% | 176 |
|
|
2022
Q4 | $282K | Hold |
1,498
| – | – | 0.02% | 177 |
|
|
2022
Q3 | $256K | Hold |
1,498
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $244K | Hold |
1,498
| – | – | 0.02% | 183 |
|
|
2022
Q1 | $262K | Hold |
1,498
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $254K | Hold |
1,498
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $223K | Hold |
1,498
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $210K | Hold |
1,498
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $187K | Hold |
1,498
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $185K | Buy |
1,498
+22
| +1% | +$2.72K | 0.01% | 202 |
|
|
2020
Q3 | $156K | Hold |
1,476
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $144K | Hold |
1,476
| – | – | 0.02% | 169 |
|
|
2020
Q1 | $120K | Hold |
1,476
| – | – | 0.02% | 175 |
|
|
2019
Q4 | $141K | Sell |
1,476
-95
| -6% | -$9.05K | 0.02% | 202 |
|
|
2019
Q3 | $140K | Hold |
1,571
| – | – | 0.02% | 186 |
|
|
2019
Q2 | $138K | Hold |
1,571
| – | – | 0.02% | 173 |
|
|
2019
Q1 | $123K | Buy |
1,571
+95
| +6% | +$7.42K | 0.02% | 160 |
|
|
2018
Q4 | $108K | Hold |
1,476
| – | – | 0.02% | 158 |
|
|
2018
Q3 | $109K | Buy |
+1,476
| New | +$109K | 0.02% | 154 |
|