AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $909K | Buy |
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|
2024
Q4 | $811K | Buy |
|
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|
2024
Q3 | $787K | Sell |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $588K | Sell |
|
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $4.45M | Buy |
|
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|
2023
Q2 | $4.01M | Sell |
|
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|
2023
Q1 | $4.21M | Sell |
|
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|
2022
Q4 | $4.84M | Buy |
|
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $6.86M | Buy |
|
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|
2022
Q1 | $6.76M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $4.63M | Buy |
|
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|
2021
Q2 | $4.2M | Buy |
|
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|
2021
Q1 | $3.54M | Buy |
|
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|
2020
Q4 | $3.23M | Sell |
|
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|
2020
Q3 | $2.44M | Buy |
|
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|
2020
Q2 | $2.11M | Buy |
|
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|
2020
Q1 | $723K | Buy |
|
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|
2019
Q4 | $759K | Buy |
|
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|
2019
Q3 | $684K | Buy |
|
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|
2019
Q2 | $503K | Buy |
|
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|
2019
Q1 | $260K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $222K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $231K | Sell |
|
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|
2017
Q4 | $271K | Buy |
|
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|
2017
Q3 | $233K | Buy |
|
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|
2017
Q2 | $203K | Buy |
|