9258 Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $368K | Sell |
|
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|
2023
Q3 | $401K | Sell |
|
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|
2023
Q2 | $432K | Buy |
|
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|
2023
Q1 | $427K | Buy |
|
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|
2022
Q4 | $417K | Buy |
|
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|
2022
Q3 | $262K | Sell |
|
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|
2022
Q2 | $286K | Buy |
|
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|
2022
Q1 | $300K | Sell |
|
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|
2021
Q4 | $312K | Buy |
|
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $230K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Buy |
|