Number of Shares
4,788.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
0.41%
Total Estimate Gain
$638,904.98
% of Total Estimate Gain
39.35%

OAK HARBOR WEALTH PARTNERS, LLC's Chubb Ltd Holding Summary

As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 4,788.00 shares of Chubb Ltd(CB), totaling $1.45 Mil. This investment constitutes 0.41% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 7 purchases of CB, at an average price of $192.12, for a total of 8,452.00 shares. In addition, there have been 6 sales at an average price of $264.50 for 3,664.00 shares. Based on historical transaction data and CB's current price of $270.18, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his CB holdings is $638,904.98, reflecting a 39.35% gain to date.

OAK HARBOR WEALTH PARTNERS, LLC CB ($270.18) Holding Chart

OAK HARBOR WEALTH PARTNERS, LLC CB ($270.18) 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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