SARD WEALTH MANAGEMENT GROUP, LLC ALL Holdings History
Number of Shares
985.00
Current Holdings Value*
$203,990.00
% of Portfolio
0.14%
Total Estimate Gain
$-1,812.40
% of Total Estimate Gain
-0.94%
SARD WEALTH MANAGEMENT GROUP, LLC's Allstate Corp Holding Summary
As of 2025-03-31, SARD WEALTH MANAGEMENT GROUP, LLC held 985.00 shares of Allstate Corp(ALL), totaling $203,990.00. This investment constitutes 0.14% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Allstate Corp(ALL) stock.
The initial trade took place in 2025Q1. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of ALL, at an average price of $194.74, for a total of 985.00 shares. Based on historical transaction data and ALL's current price of $192.90, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his ALL holdings is $-1,812.40, reflecting a -0.94% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC ALL ($192.90) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC ALL ($192.90) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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