Mark Sheptoff Financial Planning’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 | $106K | Buy |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $56.8K | Buy |
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|
2024
Q3 | $28.1K | Hold |
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|
2024
Q2 | $25.9K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $77K | Buy |
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|
2019
Q1 | $45K | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $4K | Buy |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Buy |
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