Live Oak 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 | $720K | Sell |
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|
2025
Q2 | $754K | Buy |
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|
2025
Q1 | $809K | Hold |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $623K | Hold |
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|
2024
Q2 | $574K | Hold |
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|
2024
Q1 | $554K | Hold |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $336K | Hold |
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|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $251K | Buy |
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