Occidental Asset 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 | $940K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $828K | Sell |
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|
2024
Q3 | $835K | Buy |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $666K | Hold |
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|
2023
Q1 | $580K | Hold |
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|
2022
Q4 | $572K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $504K | Hold |
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|
2019
Q3 | $474K | Hold |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $423K | Buy |
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