Modera 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 | $488K | Buy |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $226K | Buy |
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