IBEX 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
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.16M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $829K | Buy |
|
|||||
|
2023
Q4 | $908 | Sell |
|
|||||
|
2023
Q3 | $3.27M | Buy |
|
|||||
|
2023
Q1 | $774K | Sell |
|
|||||
|
2022
Q4 | $829K | Sell |
|
|||||
|
2022
Q3 | $770K | Sell |
|
|||||
|
2022
Q2 | $736K | Sell |
|
|||||
|
2022
Q1 | $804K | Sell |
|
|||||
|
2021
Q4 | $811K | Buy |
|
|||||
|
2021
Q3 | $623K | Buy |
|
|||||
|
2021
Q2 | $264K | Buy |
|