Regal Investment Advisors’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 | $711K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
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