WBH Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

WBH Advisory’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell
2025 Q1	$1.09M	Sell
2024 Q4	$935K	Sell
2024 Q3	$1.12M	Sell
2024 Q2	$1.49M	Sell
2024 Q1	$1.57M	Sell
2023 Q4	$1.58M	Sell
2023 Q3	$1.61M	Hold
2023 Q2	$1.55M	Hold
2023 Q1	$1.35M	Buy
2022 Q3	$1.21M	Hold
2022 Q2	$1.17M	Hold
2022 Q1	$1.26M	Hold
2021 Q4	$1.2M	Hold
2021 Q3	$1.05M	Hold
2021 Q2	$989K	Hold
2021 Q1	$880K	Hold
2020 Q4	$842K	Sell
2020 Q3	$839K	Hold
2020 Q2	$775K	Hold
2020 Q1	$648	Hold
2019 Q4	$757K	Sell
2019 Q3	$725K	Hold
2019 Q2	$709K	Hold
2019 Q1	$632K	Hold
2018 Q4	$596	Sell
2018 Q3	$818K	Hold
2018 Q2	$718K	Sell
2018 Q1	$872K	Hold
2017 Q4	$803K	Hold
2017 Q3	$781K	Hold
2017 Q2	$727K	Hold
2017 Q1	$718K	Buy
2016 Q4	$649K	Hold
2016 Q3	$635K	Hold
2016 Q2	$595K	Hold
2016 Q1	$556K	Hold
2015 Q4	$511	Hold
2015 Q3	$516K	Hold
2015 Q2	$591K	Hold
2015 Q1	$584	Hold
2014 Q4	$588K	Hold
2014 Q3	$567K	Hold
2014 Q2	$582K	Hold
2014 Q1	$594K	Sell
2013 Q4	$633K	Hold
2013 Q3	$589K	Hold
2013 Q2	$589K	Buy