JFS 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 | $23.7K | Sell |
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|
2025
Q1 | $31.8K | Buy |
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|
2024
Q4 | $23.3K | Hold |
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|
2024
Q3 | $23.1K | Buy |
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|
2024
Q2 | $20.7K | Sell |
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|
2024
Q1 | $31K | Sell |
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|
2023
Q4 | $29K | Buy |
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|
2023
Q3 | $26.4K | Buy |
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|
2023
Q2 | $25K | Hold |
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|
2023
Q1 | $21.8K | Sell |
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|
2022
Q4 | $22.2K | Buy |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Buy |
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