One Ascent Wealth Management LLC Chubb LTD Transaction History

One Ascent Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	SELL	$186.01 - $231.11 $32,551 - $40,444	-175 Reduced 13.56%	1,116 $218,000
Q4 2022 Jan 12, 2023	SELL	$184.68 - $222.05 $4,062 - $4,885	-22 Reduced 1.68%	1,291 $286,000
Q3 2022 Nov 02, 2022	SELL	$174.74 - $202.41 $90,340 - $104,645	-517 Reduced 28.25%	1,313 $240,000
Q2 2022 Aug 08, 2022	BUY	$186.97 - $216.55 $342,155 - $396,286	1,830 New	1,830 $361,000
Q1 2022 May 12, 2022	SELL	$191.44 - $217.78 $372,159 - $423,364	-1,944 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$173.61 - $196.09 $4,513 - $5,098	26 Added 1.36%	1,944 $377,000
Q3 2021 Nov 12, 2021	SELL	$157.95 - $186.68 $201,702 - $238,390	-1,277 Reduced 39.97%	1,918 $334,000
Q1 2021 Apr 27, 2021	BUY	$145.1 - $175.05 $27,569 - $33,259	190 Added 6.32%	3,195 $505,000
Q4 2020 Feb 08, 2021	BUY	$115.88 - $155.42 $348,219 - $467,037	3,005 New	3,005 $465,000

1,987

340M

2.04M

1.89M

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $112B
Description
Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical, cyber risk, surety, and excess casualty; and group acc...

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on One Ascent Wealth Management LLC with notifications on news.