TrinityPoint Wealth, LLC CB Holdings History
TrinityPoint Wealth, LLC's Chubb Ltd Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 8,834.00 shares of Chubb Ltd(CB), totaling $2.44 Mil. This investment constitutes 0.34% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Chubb Ltd(CB) stock.
The initial trade took place in 2024Q1. And since then TrinityPoint Wealth, LLC has made 3 purchases of CB, at an average price of $279.96, for a total of 9,615.00 shares. In addition, there have been 1 sales at an average price of $256.80 for 781.00 shares. Based on historical transaction data and CB's current price of $274.13, TrinityPoint Wealth, LLC's estimated gain on his CB holdings is $-69,606.09, reflecting a -2.59% gain to date.
TrinityPoint Wealth, LLC CB ($274.13) Holding Chart
TrinityPoint Wealth, 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
