Montag & Associates’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 | $712K | Hold |
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|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $794K | Hold |
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|
2024
Q4 | $653K | Hold |
|
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $596K | Hold |
|
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $402K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $285K | Buy |
|