Mascoma Wealth Management’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 | $96.4K | Hold |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $10.3K | Sell |
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|
2023
Q4 | $15.1K | Hold |
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|
2023
Q3 | $15.3K | Hold |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $13.9K | Hold |
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|
2022
Q4 | $12.6K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Buy |
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