Orca Wealth Management, LLC CB Holdings History
Number of Shares
11,736.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
3.17%
Total Estimate Gain
$-113,783.43
% of Total Estimate Gain
-3.42%
Orca Wealth Management, LLC's Chubb Ltd Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 11,736.00 shares of Chubb Ltd(CB), totaling $3.54 Mil. This investment constitutes 3.17% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding Chubb Ltd(CB) stock.
The initial trade took place in 2024Q4. And since then Orca Wealth Management, LLC has made 1 purchases of CB, at an average price of $283.83, for a total of 11,736.00 shares. Based on historical transaction data and CB's current price of $274.13, Orca Wealth Management, LLC's estimated gain on his CB holdings is $-113,783.43, reflecting a -3.42% gain to date.
Orca Wealth Management, LLC CB ($274.13) Holding Chart
Orca Wealth Management, LLC CB ($274.13) 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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