Waverly 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
Q3 | $606K | Sell |
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|
2025
Q2 | $651K | Buy |
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|
2025
Q1 | $630K | Buy |
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|
2024
Q4 | $517K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $558K | Hold |
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|
2018
Q2 | $489K | Hold |
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|
2018
Q1 | $515K | Hold |
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|
2017
Q4 | $474K | Buy |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | $397K | Hold |
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|
2017
Q1 | $392K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $369K | Hold |
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|
2014
Q2 | $379K | Hold |
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|
2014
Q1 | $387K | Hold |
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|
2013
Q4 | $382K | Buy |
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