Avantax Planning 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 | $226K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $148K | Buy |
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