Heritage Wealth Management (Arizona)’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
2024
Q2
$1.58M Sell
2024
Q1
$1.64M Sell
2023
Q4
$1.56M Buy
2022
Q4
$7.54K Buy
2021
Q2
Sell
2021
Q1
$21K Buy