Lake Street Private Wealth’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 | $430K | Hold |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $353K | Buy |
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