Philip James Wealth Mangement, LLC CB Holdings History
Philip James Wealth Mangement, LLC's Chubb Ltd Holding Summary
As of 2025-06-30, Philip James Wealth Mangement, LLC held 14,754.00 shares of Chubb Ltd(CB), totaling $4.27 Mil. This investment constitutes 0.55% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0% of the outstanding Chubb Ltd(CB) stock.
The initial trade took place in 2023Q4. And since then Philip James Wealth Mangement, LLC has made 4 purchases of CB, at an average price of $278.63, for a total of 15,336.00 shares. In addition, there have been 2 sales at an average price of $246.47 for 582.00 shares. Based on historical transaction data and CB's current price of $267.27, Philip James Wealth Mangement, LLC's estimated gain on his CB holdings is $-186,345.83, reflecting a -4.36% gain to date.
Philip James Wealth Mangement, LLC CB ($267.27) Holding Chart
Philip James Wealth Mangement, LLC CB ($267.27) 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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