Number of Shares
9,808.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
1.57%
Total Estimate Gain
$702,394.19
% of Total Estimate Gain
29.31%

Trueblood Wealth Management, LLC's Arthur J. Gallagher & Co Holding Summary

As of 2025-03-31, Trueblood Wealth Management, LLC held 9,808.00 shares of Arthur J. Gallagher & Co(AJG), totaling $3.39 Mil. This investment constitutes 1.57% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2023Q4. And since then Trueblood Wealth Management, LLC has made 4 purchases of AJG, at an average price of $240.79, for a total of 9,952.00 shares. In addition, there have been 1 sales at an average price of $240.39 for 144.00 shares. Based on historical transaction data and AJG's current price of $312.41, Trueblood Wealth Management, LLC's estimated gain on his AJG holdings is $702,394.19, reflecting a 29.31% gain to date.

Trueblood Wealth Management, LLC AJG ($312.41) Holding Chart

Trueblood Wealth Management, LLC AJG ($312.41) 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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