Kestra Private Wealth Services’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 | $877K | Buy |
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|
2025
Q2 | $814K | Sell |
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|
2025
Q1 | $902K | Sell |
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|
2024
Q4 | $791K | Buy |
|
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $253K | Buy |
|