Kozak & Associates’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 | $175K | Buy |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $656K | Hold |
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|
2023
Q3 | $652K | Hold |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $492K | Sell |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2020
Q4 | $328K | Buy |
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