Obermeyer Wealth Partners’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 | $545K | Buy |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $212K | Buy |
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