TCV Trust & 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 | $430K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $516K | Hold |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $795K | Sell |
|
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $827K | Sell |
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|
2021
Q4 | $837K | Hold |
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|
2021
Q3 | $734K | Sell |
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|
2021
Q2 | $714K | Sell |
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|
2021
Q1 | $644K | Sell |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $679K | Sell |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $694K | Sell |
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|
2019
Q1 | $634K | Sell |
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|
2018
Q4 | $650K | Sell |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $672K | Sell |
|
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|
2017
Q4 | $628K | Sell |
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|
2017
Q3 | $619K | Sell |
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|
2017
Q2 | $578K | Hold |
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|
2017
Q1 | $571K | Sell |
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|
2016
Q4 | $541K | Sell |
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|
2016
Q3 | $554K | Sell |
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|
2016
Q2 | $581K | Sell |
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|
2016
Q1 | $636K | Sell |
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|
2015
Q4 | $866K | Sell |
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|
2015
Q3 | $942K | Sell |
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|
2015
Q2 | $1.15M | Sell |
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|
2015
Q1 | $1.29M | Sell |
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|
2014
Q4 | $1.34M | Sell |
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|
2014
Q3 | $1.34M | Sell |
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|
2014
Q2 | $1.41M | Sell |
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|
2014
Q1 | $1.48M | Sell |
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|
2013
Q4 | $1.51M | Sell |
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|
2013
Q3 | $1.42M | Sell |
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|
2013
Q2 | $1.44M | Buy |
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