Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 | $91.2K | Hold |
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|
2025
Q1 | $94.6K | Sell |
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|
2024
Q4 | $93.2K | Buy |
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|
2024
Q3 | $43.7K | Buy |
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|
2024
Q2 | $27.6K | Hold |
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|
2024
Q1 | $24.5K | Buy |
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|
2023
Q4 | $13.9K | Hold |
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|
2023
Q3 | $14.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Buy |
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