HERITAGE WEALTH ADVISORS – Arthur J. Gallagher & Co. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$256,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+5.02%
quarter
Arthur J. Gallagher & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 12K | $171.22 | 1.49K | |
| Q2 2022 | share | 0.00% | 0 shares | -18K | $163.04 | 1.49K | |
| Q1 2022 | share | 0.00% | 0 shares | 8K | $174.6 | 1.49K | |
| Q4 2021 | share | 0.00% | 0 shares | 31.48K | $168.76 | 1.49K | |
| Q3 2021 | share | 0.00% | 0 shares | 12.83K | $148.22 | 1.49K | |
| Q2 2021 | share | 0.00% | 0 shares | 22.93K | $139.22 | 1.49K | |
| Q1 2021 | share | 0.00% | 0 shares | 1.90K | $123.59 | 1.49K | |
| Q4 2020 | share | Increase | +1.49% | 22 shares | 29.16K | $122.06 | 1.49K |
| Q3 2020 | share | 0.00% | 0 shares | 11.94K | $103.77 | 1.47K | |
| Q2 2020 | share | 0.00% | 0 shares | 23.58K | $95.4 | 1.47K | |
| Q1 2020 | share | 0.00% | 0 shares | -20.25K | $79.4 | 1.47K | |
| Q4 2019 | share | Decrease | -6.05% | -95 shares | 559 | $92.36 | 1.47K |
| Q3 2019 | share | 0.00% | 0 shares | 2.39K | $86.47 | 1.57K | |
| Q2 2019 | share | 0.00% | 0 shares | 14.90K | $84.16 | 1.57K | |
| Q1 2019 | share | Increase | +6.44% | 95 shares | 14.69K | $74.67 | 1.57K |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $70.09 | 1.47K | |
| Q3 2018 | share | Increase | 0.00% | 1.47K shares | 109K | $70.41 | 1.47K |