PERSONAL CFO SOLUTIONS, LLC CB Holdings History
PERSONAL CFO SOLUTIONS, LLC's Chubb Ltd Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 193,555.00 shares of Chubb Ltd(CB), totaling $58.45 Mil. This investment constitutes 11.87% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0.05% of the outstanding Chubb Ltd(CB) stock.
The initial trade took place in 2019Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 8 purchases of CB, at an average price of $187.38, for a total of 431,511.00 shares. In addition, there have been 13 sales at an average price of $176.29 for 237,956.00 shares. Based on historical transaction data and CB's current price of $274.13, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his CB holdings is $14.15 Mil, reflecting a 17.50% gain to date.
PERSONAL CFO SOLUTIONS, LLC CB ($274.13) Holding Chart
PERSONAL CFO SOLUTIONS, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
