J.W. Cole 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 | $1.91M | Sell |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $897K | Buy |
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