Keebeck Wealth Management’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
$5.46M Sell
17,068
-6
-0% -$1.92K 0.72% 36
2025
Q1
$5.89M Sell
17,074
-2,015
-11% -$696K 0.87% 29
2024
Q4
$5.42M Buy
19,089
+3,333
+21% +$946K 0.78% 33
2024
Q3
$4.43M Sell
15,756
-464
-3% -$131K 0.64% 46
2024
Q2
$4.21M Sell
16,220
-447
-3% -$116K 0.62% 43
2024
Q1
$4.17M Sell
16,667
-91
-0.5% -$22.8K 0.61% 43
2023
Q4
$3.77M Buy
16,758
+4,408
+36% +$991K 0.62% 42
2023
Q3
$2.81M Buy
12,350
+525
+4% +$120K 0.49% 62
2023
Q2
$2.6M Buy
11,825
+1,627
+16% +$357K 0.36% 71
2023
Q1
$1.95M Buy
+10,198
New +$1.95M 0.31% 83