Appleton Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $969K | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.49M | Buy |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.61M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $996K | Buy |
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|
2015
Q3 | $431K | Buy |
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