West Branch Capital’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 | $156K | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $218K | Buy |
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