AWA
Amplius Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
83,240
+17,180
| +26% | +$4.98M | 2.24% | 15 |
|
|
2025
Q1 | $19.9M | Buy |
66,060
+391
| +0.6% | +$118K | 2.07% | 16 |
|
|
2024
Q4 | $18.1M | Buy |
65,669
+5,640
| +9% | +$1.56M | 1.86% | 17 |
|
|
2024
Q3 | $17.3M | Buy |
60,029
+2,504
| +4% | +$722K | 1.89% | 16 |
|
|
2024
Q2 | $14.7M | Buy |
57,525
+5,818
| +11% | +$1.48M | 1.63% | 18 |
|
|
2024
Q1 | $13.4M | Sell |
51,707
-3,224
| -6% | -$835K | 1.5% | 19 |
|
|
2023
Q4 | $12.4M | Sell |
54,931
-5,451
| -9% | -$1.23M | 1.5% | 23 |
|
|
2023
Q3 | $12.6M | Sell |
60,382
-2,871
| -5% | -$598K | 1.68% | 20 |
|
|
2023
Q2 | $12.2M | Sell |
63,253
-129
| -0.2% | -$24.8K | 1.64% | 16 |
|
|
2023
Q1 | $12.3M | Buy |
63,382
+5,517
| +10% | +$1.07M | 1.77% | 12 |
|
|
2022
Q4 | $12.8M | Sell |
57,865
-929
| -2% | -$205K | 2.04% | 10 |
|
|
2022
Q3 | $10.7M | Buy |
58,794
+5,471
| +10% | +$995K | 1.91% | 18 |
|
|
2022
Q2 | $10.5M | Buy |
53,323
+381
| +0.7% | +$74.9K | 1.7% | 21 |
|
|
2022
Q1 | $11.3M | Sell |
52,942
-1,973
| -4% | -$422K | 1.74% | 17 |
|
|
2021
Q4 | $10.6M | Buy |
+54,915
| New | +$10.6M | 1.46% | 17 |
|